TRITONPOINT WEALTH, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2008171 CHEVY CHASE, MD

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$278,951

-$17,859 QoQ

Shares Held

845

-20.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,354

of 1,829 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRITONPOINT WEALTH, LLC holds $11,312,354 across 5 Insurance - Property & Casualty names. TRV ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	29,187	$9,945,178
2	MKL	Markel Group Inc.	260	$507,782
3	PGR	Progressive Corp/Oh/	1,435	$313,475
4	TRV	Travelers Companies, Inc. This page	845	$278,951
5	ALL	Allstate Corp	1,122	$266,968

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,951	845	-20.5%	Shares	Sole	2026-08-11
2025-09-30	$296,810	1,063	-2.8%	Shares	Sole	2025-10-15
2025-06-30	$292,688	1,094	+7.7%	Shares	Sole	2025-07-17
2025-03-31	$268,691	1,016	+7.2%	Shares	Sole	2025-04-16
2024-12-31	$228,363	948	+3.2%	Shares	Sole	2025-01-24
2024-09-30	$215,156	919	—	Shares	Sole	2024-10-28
No filing history on record for this holder in this stock.