Medallion Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2131139 FARMINGTON, CT

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$423,213

+$81,073 QoQ

Shares Held

1,282

+9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,133

of 1,829 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $939,486 across 7 Insurance - Property & Casualty names. TRV ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	1,282	$423,213
2	CB	Chubb Ltd	760	$258,962
3	KMPR	KEMPER Corp	6,194	$166,990
4	CINF	Cincinnati Financial Corp	327	$60,540
5	ALL	Allstate Corp	124	$29,504
6	PGR	Progressive Corp/Oh/	1	$218
7	RLI	Rli Corp	1	$59

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,213	1,282	+9.3%	Shares	Sole	2026-08-14
2026-03-31	$342,140	1,173	-10.5%	Shares	Sole	2026-04-24
2025-12-31	$380,268	1,311	0.0%	Shares	Sole	2026-04-24
2025-09-30	$366,057	1,311	0.0%	Shares	Sole	2026-04-24
2025-06-30	$350,744	1,311	0.0%	Shares	Sole	2026-04-24
2025-03-31	$346,707	1,311	0.0%	Shares	Sole	2026-04-24
2024-12-31	$315,806	1,311	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.