Caliber Wealth Management, LLC / KS

Position in TRV — Travelers Companies, Inc.

CIK 2067120 Overland Park, KS

Position in TRV

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

Position Value

$225,471

New position

Shares Held

683

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,480

of 1,829 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $6,910,614 across 4 Insurance - Property & Casualty names. TRV ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	12,203	$4,158,049
2	ALL	Allstate Corp	9,777	$2,326,339
3	TRV	Travelers Companies, Inc. This page	683	$225,471
4	PGR	Progressive Corp/Oh/	919	$200,755

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,471	683	—	Shares	Sole	2026-07-22
No filing history on record for this holder in this stock.