GC Wealth Management RIA, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2011169 Cambridge, MA

Position in TRV

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$890,993

+$62,039 QoQ

Shares Held

2,699

-5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#848

of 1,829 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GC Wealth Management RIA, LLC holds $11,716,578 across 5 Insurance - Property & Casualty names. TRV ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	19,931	$6,791,288
2	PGR	Progressive Corp/Oh/	12,113	$2,646,084
3	TRV	Travelers Companies, Inc. This page	2,699	$890,993
4	ALL	Allstate Corp	3,188	$758,552
5	CINF	Cincinnati Financial Corp	3,401	$629,661

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$890,993	2,699	-5.0%	Shares	Sole	2026-07-16
2026-03-31	$828,954	2,842	-5.9%	Shares	Sole	2026-05-14
2025-12-31	$876,271	3,021	-40.8%	Shares	Sole	2026-01-30
2025-09-30	$1,424,580	5,102	+180.6%	Shares	Sole	2025-11-13
2025-06-30	$486,387	1,818	-39.4%	Shares	Sole	2025-07-17
2024-09-30	$702,125	2,999	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.