Private Wealth Management Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2011342 PRINCETON, NJ

Position in TRV

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

Position Value

$67,674

-$21,288 QoQ

Shares Held

205

-32.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,640

of 1,825 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $316,241 across 25 Insurance - Property & Casualty names. TRV ranks #1 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	205	$67,674
2	ALL	Allstate Corp	215	$51,157
3	MKL	Markel Group Inc.	19	$37,107
4	CINF	Cincinnati Financial Corp	128	$23,697
5	PGR	Progressive Corp/Oh/	103	$22,500
6	WRB	Berkley W R Corp	300	$21,159
7	L	Loews Corp	142	$16,075
8	CB	Chubb Ltd	37	$12,607

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,674	205	-32.8%	Shares	Sole	2026-07-27
2026-03-31	$88,962	305	+48.8%	Shares	Sole	2026-04-23
2025-12-31	$59,462	205	0.0%	Shares	Sole	2026-01-23
2025-09-30	$57,240	205	0.0%	Shares	Sole	2025-10-17
2025-06-30	$54,845	205	0.0%	Shares	Sole	2025-07-29
2025-03-31	$54,214	205	0.0%	Shares	Sole	2025-05-02
2024-12-31	$49,382	205	0.0%	Shares	Sole	2025-01-27
2024-09-30	$47,994	205	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$41,481	204	0.0%	Shares	Sole	2024-08-13
2024-03-31	$46,948	204	-0.5%	Shares	Sole	2024-04-30
2023-12-31	$39,050	205	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.