Turtle Creek Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2007171 DALLAS, TX

Position in TRV

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

Position Value

$479,994

+$56,767 QoQ

Shares Held

1,454

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,080

of 1,829 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $13,279,104 across 5 Insurance - Property & Casualty names. TRV ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	48,203	$10,529,945
2	CB	Chubb Ltd	3,711	$1,264,486
3	L	Loews Corp	6,510	$736,997
4	TRV	Travelers Companies, Inc. This page	1,454	$479,994
5	ALL	Allstate Corp	1,125	$267,682

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,994	1,454	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$423,227	1,451	+7.3%	Shares	Sole	2026-04-27
2025-12-31	$392,161	1,352	+30.1%	Shares	Sole	2026-01-28
2025-09-30	$290,109	1,039	+212.0%	Shares	Sole	2025-10-29
2023-12-31	$63,433	333	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.