COURIER CAPITAL LLC

Position in TRV — Travelers Companies, Inc.

CIK 1015247 BUFFALO, NY

Position in TRV

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,988,642

+$230,687 QoQ

Shares Held

6,024

-0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#621

of 1,829 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COURIER CAPITAL LLC holds $3,028,587 across 3 Insurance - Property & Casualty names. TRV ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	6,024	$1,988,642
2	ALL	Allstate Corp	2,403	$571,769
3	CB	Chubb Ltd	1,374	$468,176

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,988,642	6,024	-0.0%	Shares	Sole	2026-07-16
2026-03-31	$1,757,955	6,027	+50.7%	Shares	Sole	2026-04-23
2025-12-31	$1,160,240	4,000	0.0%	Shares	Sole	2026-01-29
2025-09-30	$1,116,880	4,000	-33.5%	Shares	Sole	2025-10-29
2025-06-30	$1,610,055	6,018	0.0%	Shares	Sole	2025-07-28
2025-03-31	$1,591,520	6,018	-3.6%	Shares	Sole	2025-04-14
2024-12-31	$1,503,876	6,243	-1.7%	Shares	Sole	2025-01-13
2024-09-30	$1,486,193	6,348	-1.6%	Shares	Sole	2024-10-22
2024-03-31	$1,483,942	6,448	-3.4%	Shares	Sole	2024-04-16
2023-12-31	$1,271,139	6,673	0.0%	Shares	Sole	2024-01-17
2023-09-30	$1,089,767	6,673	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,158,833	6,673	+145.5%	Shares	Sole	2023-07-31
2023-03-31	$465,892	2,718	0.0%	Shares	Sole	2023-05-18
2022-12-31	$509,597	2,718	0.0%	Shares	Sole	2023-01-24
2022-09-30	$416,397	2,718	0.0%	Shares	Sole	2022-10-18
2022-06-30	$459,695	2,718	+3.8%	Shares	Sole	2022-07-20
2022-03-31	$478,387	2,618	0.0%	Shares	Sole	2022-05-02
2021-12-31	$409,533	2,618	0.0%	Shares	Sole	2022-01-18
2021-09-30	$397,962	2,618	0.0%	Shares	Sole	2021-10-14
2021-06-30	$391,940	2,618	-1.3%	Shares	Sole	2021-07-12
2021-03-31	$398,860	2,652	+0.0%	Shares	Sole	2021-04-12
2020-12-31	$372,120	2,651	0.0%	Shares	Sole	2021-02-10
2020-09-30	$286,811	2,651	+19.5%	Shares	Sole	2020-11-09
2020-06-30	$253,076	2,219	0.0%	Shares	Sole	2020-07-06
2020-03-31	$220,457	2,219	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.