WESTCO ADVISORY SERVICES INC /ADV

Position in TRV — Travelers Companies, Inc.

CIK 946310 LYNBROOK, NY

Position in TRV

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

Position Value

$363,132

+$39,659 QoQ

Shares Held

1,100

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,208

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESTCO ADVISORY SERVICES INC /ADV holds $2,378,465 across 5 Insurance - Property & Casualty names. TRV ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	4,317	$799,249
2	ALL	Allstate Corp	2,098	$499,198
3	WRB	Berkley W R Corp	6,016	$424,308
4	TRV	Travelers Companies, Inc. This page	1,100	$363,132
5	ORI	Old Republic International Corp	7,150	$292,578

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,132	1,100	-0.8%	Shares	Sole	2026-07-28
2026-03-31	$323,473	1,109	+23.2%	Shares	Sole	2026-05-11
2025-12-31	$261,054	900	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.