Bullock Wealth Management Group

Position in TRV — Travelers Companies, Inc.

CIK 2067581 BLOOMINGTON, IN

Position in TRV

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,533,407

New position

Shares Held

4,645

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#689

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

Bullock Wealth Management Group holds $1,793,260 across 6 Insurance - Property & Casualty names. TRV ranks #1 (85.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	4,645	$1,533,407
2	AIZ	Assurant, Inc.	661	$177,498
3	CB	Chubb Ltd	79	$26,918
4	PLMR	Palomar Holdings, Inc.	207	$26,162
5	PGR	Progressive Corp/Oh/	85	$18,568
6	ALL	Allstate Corp	45	$10,707

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,533,407	4,645	—	Shares	Sole	2026-08-19
No filing history on record for this holder in this stock.