AssuredPartners Investment Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2055492 Tampa, FL

Position in TRV

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

Position Value

$3,152,646

+$495,442 QoQ

Shares Held

9,550

+4.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#507

of 1,829 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

AssuredPartners Investment Advisors, LLC holds $6,907,543 across 5 Insurance - Property & Casualty names. TRV ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	9,550	$3,152,646
2	ORI	Old Republic International Corp	34,830	$1,425,243
3	CB	Chubb Ltd	2,510	$855,257
4	ALL	Allstate Corp	3,309	$787,343
5	CINF	Cincinnati Financial Corp	3,711	$687,054

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,152,646	9,550	+4.8%	Shares	Sole	2026-08-10
2026-03-31	$2,657,204	9,110	+3.4%	Shares	Sole	2026-04-13
2025-12-31	$2,555,138	8,809	+3.9%	Shares	Sole	2026-02-03
2025-09-30	$2,366,389	8,475	+4.7%	Shares	Sole	2025-10-06
2025-06-30	$2,165,201	8,093	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.