Envestnet Portfolio Solutions, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1998033 BERWYN, PA

Position in TRV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,544,895

+$581,306 QoQ

Shares Held

7,709

+14.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#561

of 1,828 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $27,514,503 across 11 Insurance - Property & Casualty names. TRV ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	57,528	$13,688,212
2	CB	Chubb Ltd	10,473	$3,568,570
3	PGR	Progressive Corp/Oh/	13,750	$3,003,687
4	TRV	Travelers Companies, Inc. This page	7,709	$2,544,895
5	ORI	Old Republic International Corp	30,620	$1,252,970
6	THG	Hanover Insurance Group, Inc.	5,638	$1,207,208
7	WRB	Berkley W R Corp	9,467	$667,707
8	HMN	Horace Mann Educators Corp /De/	11,088	$572,695

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,544,895	7,709	+14.5%	Shares	Sole	2026-07-20
2026-03-31	$1,963,589	6,732	-19.9%	Shares	Sole	2026-04-29
2025-12-31	$2,438,534	8,407	+2.5%	Shares	Sole	2026-02-06
2025-09-30	$2,291,000	8,205	-53.9%	Shares	Sole	2025-10-30
2025-06-30	$4,758,733	17,787	+11.6%	Shares	Sole	2025-07-25
2025-03-31	$4,214,434	15,936	-6.3%	Shares	Sole	2025-04-21
2024-12-31	$4,095,852	17,003	-0.6%	Shares	Sole	2025-02-10
2024-09-30	$4,006,729	17,114	-16.3%	Shares	Sole	2024-10-31
2024-06-30	$4,156,879	20,443	+1.8%	Shares	Sole	2024-07-16
2024-03-31	$4,621,671	20,082	+5.8%	Shares	Sole	2024-05-06
2023-12-31	$3,616,262	18,984	+4.7%	Shares	Sole	2024-02-07
2023-09-30	$2,960,320	18,127	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.