Trueblood Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2005380 LIMA, OH

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$501,122

+$57,769 QoQ

Shares Held

1,518

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,053

of 1,825 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $6,694,640 across 5 Insurance - Property & Casualty names. TRV ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	17,715	$3,279,755
2	CB	Chubb Ltd	5,379	$1,832,840
3	WRB	Berkley W R Corp	11,290	$796,283
4	TRV	Travelers Companies, Inc. This page	1,518	$501,122
5	PGR	Progressive Corp/Oh/	1,303	$284,640

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,122	1,518	-0.1%	Shares	Sole	2026-07-27
2026-03-31	$443,353	1,520	+0.2%	Shares	Sole	2026-04-21
2025-12-31	$440,021	1,517	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$422,739	1,514	+0.2%	Shares	Sole	2025-10-24
2025-06-30	$404,252	1,511	-1.1%	Shares	Sole	2025-07-23
2025-03-31	$404,094	1,528	-30.6%	Shares	Sole	2025-04-15
2024-12-31	$530,680	2,203	+21.9%	Shares	Sole	2025-01-16
2024-09-30	$423,054	1,807	+2.3%	Shares	Sole	2024-10-23
2024-06-30	$359,098	1,766	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$403,435	1,753	+3.6%	Shares	Sole	2024-04-26
2023-12-31	$322,309	1,692	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.