Clark Wealth Partners

Position in TRV — Travelers Companies, Inc.

CIK 2107657 O'FALLON, IL

Position in TRV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,621

+$1,413 QoQ

Shares Held

+27.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,781

of 1,825 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clark Wealth Partners holds $99,695 across 7 Insurance - Property & Casualty names. TRV ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	331	$72,306
2	CB	Chubb Ltd	24	$8,177
3	WRB	Berkley W R Corp	98	$6,911
4	ALL	Allstate Corp	21	$4,996
5	TRV	Travelers Companies, Inc. This page	14	$4,621
6	CINF	Cincinnati Financial Corp	9	$1,666
7	L	Loews Corp	9	$1,018

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,621	14	+27.3%	Shares	Sole	2026-07-28
2026-03-31	$3,208	11	-21.4%	Shares	Sole	2026-05-12
2025-12-31	$4,060	14	0.0%	Shares	Sole	2026-02-04
2025-09-30	$3,909	14	+27.3%	Shares	Sole	2026-02-04
2025-06-30	$2,942	11	0.0%	Shares	Sole	2026-02-04
2025-03-31	$2,909	11	-8.3%	Shares	Sole	2026-02-04
2024-12-31	$2,890	12	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.