Atlantic Edge Private Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2011145 JACKSONVILLE, FL

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Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,070,379

+$1,451,093 QoQ

Shares Held

12,330

+37.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#455

of 1,829 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $4,146,203 across 5 Insurance - Property & Casualty names. TRV ranks #1 (98.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	12,330	$4,070,379
2	PGR	Progressive Corp/Oh/	139	$30,364
3	CB	Chubb Ltd	56	$19,081
4	ALL	Allstate Corp	75	$17,845
5	SAFT	Safety Insurance Group Inc	114	$8,534

All Filings in TRV

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,070,379	12,330	+37.3%	Shares	Sole	2026-07-23
2026-03-31	$2,619,286	8,980	-0.3%	Shares	Sole	2026-04-22
2025-12-31	$2,613,150	9,009	+2.6%	Shares	Sole	2026-01-27
2025-09-30	$2,452,668	8,784	+0.7%	Shares	Sole	2025-10-24
2025-06-30	$2,334,018	8,724	-1.4%	Shares	Sole	2025-07-30
2025-03-31	$2,340,206	8,849	-0.9%	Shares	Sole	2025-04-29
2024-12-31	$2,150,665	8,928	+0.3%	Shares	Sole	2025-01-29
2024-09-30	$2,083,199	8,898	+3.2%	Shares	Sole	2024-11-06
2024-06-30	$1,753,400	8,623	+0.6%	Shares	Sole	2024-07-26
2024-03-31	$1,972,299	8,570	+5.2%	Shares	Sole	2024-05-08
2023-12-31	$1,551,541	8,145	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.