Abacus Wealth Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1978011 SANTA MONICA, CA

Position in TRV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$731,215

+$19,225 QoQ

Shares Held

2,215

-9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#919

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abacus Wealth Partners, LLC holds $1,700,399 across 4 Insurance - Property & Casualty names. TRV ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,215	$731,215
2	PGR	Progressive Corp/Oh/	2,140	$467,483
3	CB	Chubb Ltd	809	$275,658
4	ALL	Allstate Corp	950	$226,043

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,215	2,215	-9.3%	Shares	Sole	2026-07-22
2026-03-31	$711,990	2,441	-1.1%	Shares	Sole	2026-04-24
2025-12-31	$716,158	2,469	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.