Evernest Financial Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2009530 CARMEL, IN

Position in TRV

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$871,539

-$19,525 QoQ

Shares Held

2,988

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Financial Services · as of Mar 31, 2026

Evernest Financial Advisors, LLC holds $2,760,461 across 3 Insurance - Property & Casualty names. TRV ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KINS	Kingstone Companies, Inc.	95,016	$1,384,383
2	TRV	Travelers Companies, Inc. This page	2,988	$871,539
3	CB	Chubb Ltd	1,548	$504,539

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$871,539	2,988	-2.7%	Shares	Sole	2026-05-04
2025-12-31	$891,064	3,072	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$869,211	3,113	-1.3%	Shares	Sole	2025-11-12
2025-06-30	$844,088	3,155	+1.2%	Shares	Sole	2025-07-28
2025-03-31	$824,850	3,119	-1.3%	Shares	Sole	2025-05-12
2024-12-31	$761,453	3,161	+20.4%	Shares	Sole	2025-01-23
2024-09-30	$614,799	2,626	-1.5%	Shares	Sole	2024-10-21
2024-06-30	$542,104	2,666	+17.4%	Shares	Sole	2024-08-07
2024-03-31	$522,647	2,271	+0.7%	Shares	Sole	2024-05-10
2023-12-31	$429,554	2,255	+1.8%	Shares	Sole	2024-05-10
2021-12-31	$346,492	2,215	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.