BRADLEY FOSTER & SARGENT INC/CT

Position in TRV — Travelers Companies, Inc.

CIK 1015086 HARTFORD, CT

Position in TRV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,045,046

-$32,925 QoQ

Shares Held

37,867

-0.9% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Mar 31, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $46,339,678 across 8 Insurance - Property & Casualty names. TRV ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	87,550	$28,535,171
2	TRV	Travelers Companies, Inc. This page	37,867	$11,045,046
3	WTM	White Mountains Insurance Group Ltd	2,002	$4,398,313
4	PGR	Progressive Corp/Oh/	3,243	$642,892
5	WRB	Berkley W R Corp	9,335	$618,723
6	ALL	Allstate Corp	2,640	$547,377
7	CINF	Cincinnati Financial Corp	1,763	$277,408
8	L	Loews Corp	2,574	$274,748

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,045,046	37,867	-0.9%	Shares	Sole	2026-05-15
2025-12-31	$11,077,971	38,192	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$10,659,781	38,177	-1.0%	Shares	Sole	2025-11-10
2025-06-30	$10,315,807	38,558	-2.2%	Shares	Sole	2025-08-11
2025-03-31	$10,423,955	39,416	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$9,346,050	38,798	-0.5%	Shares	Sole	2025-02-03
2024-09-30	$9,124,827	38,975	+1.7%	Shares	Sole	2024-11-04
2024-06-30	$7,794,632	38,333	-1.3%	Shares	Sole	2024-08-09
2024-03-31	$8,935,185	38,825	-3.0%	Shares	Sole	2024-05-15
2023-12-31	$7,628,172	40,045	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$6,515,905	39,899	0.0%	Shares	Sole	2023-11-13
2023-06-30	$6,928,860	39,899	-1.5%	Shares	Sole	2023-08-08
2023-03-31	$6,941,590	40,497	-0.6%	Shares	Sole	2023-05-08
2022-12-31	$7,638,717	40,742	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$6,232,788	40,684	-0.0%	Shares	Sole	2022-11-14
2022-06-30	$6,882,068	40,691	-0.5%	Shares	Sole	2022-08-11
2022-03-31	$7,472,195	40,892	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$6,329,627	40,463	+1.7%	Shares	Sole	2022-03-11
2021-09-30	$6,049,237	39,795	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$5,903,065	39,430	-0.6%	Shares	Sole	2021-08-19
2021-03-31	$5,963,660	39,652	+0.2%	Shares	Sole	2021-04-26
2020-12-31	$5,554,440	39,570	-0.8%	Shares	Sole	2021-02-11
2020-09-30	$4,315,807	39,891	-6.6%	Shares	Sole	2020-10-26
2020-03-31	$4,244,232	42,720	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.