OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1005607
SAN FRANCISCO, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$214,578
-$3,621,014 QoQ
Shares Held
650
-95.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,516
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $437,081 across 2 Insurance - Property & Casualty names. TRV ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
653 | $222,503 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
650 | $214,578 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,578 | 650 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,835,592 | 13,150 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,814,289 | 13,150 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,719,768 | 13,322 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,974,841 | 14,857 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,146,203 | 15,678 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,945,296 | 16,378 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,871,876 | 16,538 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,362,836 | 16,538 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,862,439 | 16,783 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,206,518 | 16,833 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,748,997 | 16,833 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,923,218 | 16,833 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,885,344 | 16,833 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,156,019 | 16,833 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,532,855 | 16,533 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,796,226 | 16,533 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $738,594 | 4,042 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $630,882 | 4,033 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $613,056 | 4,033 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $618,751 | 4,133 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $606,563 | 4,033 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $2,422,505 | 17,258 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $528,832 | 4,888 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $566,030 | 4,963 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $505,492 | 5,088 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||