Modern Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2001900
KANSAS CITY, MO
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$705,794
+$171,439 QoQ
Shares Held
2,138
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#926
of 1,825 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,247,366 across 8 Insurance - Property & Casualty names. TRV ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
1,541 | $3,009,588 | |
| 2 | CB |
Chubb Ltd
|
6,497 | $2,213,784 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
2,138 | $705,794 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,179 | $694,450 | |
| 5 | ALL |
Allstate Corp
|
2,644 | $629,111 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
22,871 | $443,011 | |
| 7 | RLI |
Rli Corp
|
4,725 | $279,104 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,472 | $272,524 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,794 | 2,138 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $534,355 | 1,832 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $513,695 | 1,771 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $485,003 | 1,737 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $463,645 | 1,733 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $455,133 | 1,721 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||