Ponta Wealth Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2107740 WINTER PARK, FL

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$703,155

+$132,338 QoQ

Shares Held

2,130

+8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#928

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ponta Wealth Partners, LLC holds $1,382,184 across 3 Insurance - Property & Casualty names. TRV ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,130	$703,155
2	CB	Chubb Ltd	1,035	$352,665
3	PGR	Progressive Corp/Oh/	1,494	$326,364

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,155	2,130	+8.8%	Shares	Sole	2026-08-12
2026-03-31	$570,817	1,957	+3.1%	Shares	Sole	2026-05-11
2025-12-31	$550,823	1,899	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.