Gateway Wealth Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1966037 APPLETON, WI

Position in TRV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$326,158

-$1,982 QoQ

Shares Held

988

-12.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,272

of 1,829 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $2,640,497 across 4 Insurance - Property & Casualty names. TRV ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	4,695	$1,599,774
2	AIZ	Assurant, Inc.	1,682	$451,667
3	TRV	Travelers Companies, Inc. This page	988	$326,158
4	CINF	Cincinnati Financial Corp	1,420	$262,898

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,158	988	-12.2%	Shares	Sole	2026-08-04
2026-03-31	$328,140	1,125	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.