Triad Wealth Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2012717 LAWRENCE, KS

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$241,977

+$237,097 QoQ

Shares Held

733

+2954.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,435

of 1,829 holders

Holding Since

Jun 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $1,899,100 across 4 Insurance - Property & Casualty names. TRV ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,775	$945,553
2	ALL	Allstate Corp	1,562	$371,662
3	PGR	Progressive Corp/Oh/	1,556	$339,908
4	TRV	Travelers Companies, Inc. This page	733	$241,977

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,977	733	+2954.2%	Shares	Sole	2026-08-10
2024-06-30	$4,880	24	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.