MB, LEVIS & ASSOCIATES, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2065807 CENTER VALLEY, PA

Position in TRV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,859,565

+$220,324 QoQ

Shares Held

5,633

+0.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.18%

of 13F equity value

Holder Rank

#643

of 1,829 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $1,957,852 across 3 Insurance - Property & Casualty names. TRV ranks #1 (95.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	5,633	$1,859,565
2	CB	Chubb Ltd	277	$94,384
3	LMND	Lemonade, Inc.	60	$3,903

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,859,565	5,633	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$1,639,241	5,620	+0.7%	Shares	Sole	2026-04-08
2025-12-31	$1,618,534	5,580	-3.1%	Shares	Sole	2026-01-14
2025-09-30	$1,608,586	5,761	-6.3%	Shares	Sole	2025-10-15
2025-06-30	$1,645,371	6,150	+2.3%	Shares	Sole	2025-07-29
2025-03-31	$1,590,462	6,014	+0.1%	Shares	Sole	2025-05-07
2024-12-31	$1,447,748	6,010	-0.2%	Shares	Sole	2025-05-07
2024-09-30	$1,409,870	6,022	+0.1%	Shares	Sole	2025-05-07
2024-06-30	$1,222,886	6,014	+0.7%	Shares	Sole	2025-05-07
2024-03-31	$1,374,165	5,971	+0.4%	Shares	Sole	2025-05-07
2023-12-31	$1,133,415	5,950	+0.3%	Shares	Sole	2025-05-07
2023-09-30	$969,244	5,935	+0.0%	Shares	Sole	2025-05-07
2023-06-30	$1,030,324	5,933	-0.7%	Shares	Sole	2025-05-07
2023-03-31	$1,024,003	5,974	+0.7%	Shares	Sole	2025-05-07
2022-12-31	$1,112,565	5,934	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.