BALDWIN WEALTH PARTNERS LLC/MA

Position in TRV — Travelers Companies, Inc.

CIK 1021258 Marion, MA

Position in TRV

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

Position Value

$830,912

+$91,212 QoQ

Shares Held

2,517

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#198

of 559 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $3,275,714 across 4 Insurance - Property & Casualty names. TRV ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCI	HCI Group, Inc.	11,337	$1,986,809
2	TRV	Travelers Companies, Inc. This page	2,517	$830,912
3	KNSL	Kinsale Capital Group, Inc.	760	$250,655
4	WTM	White Mountains Insurance Group Ltd	100	$207,338

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$830,912	2,517	-0.7%	Shares	Sole	2026-07-14
2026-03-31	$739,700	2,536	-6.6%	Shares	Sole	2026-04-14
2025-12-31	$787,512	2,715	0.0%	Shares	Sole	2026-01-07
2025-09-30	$758,082	2,715	0.0%	Shares	Sole	2025-10-14
2025-06-30	$726,371	2,715	-0.9%	Shares	Sole	2025-07-24
2025-03-31	$724,884	2,741	-0.7%	Shares	Sole	2025-04-14
2024-12-31	$664,856	2,760	-0.3%	Shares	Sole	2025-01-22
2024-09-30	$647,810	2,767	+4.3%	Shares	Sole	2024-10-16
2024-06-30	$539,461	2,653	-2.2%	Shares	Sole	2024-07-12
2024-03-31	$624,369	2,713	-3.7%	Shares	Sole	2024-04-12
2023-12-31	$536,419	2,816	-6.6%	Shares	Sole	2024-01-08
2023-09-30	$492,216	3,014	0.0%	Shares	Sole	2023-10-10
2023-06-30	$523,411	3,014	0.0%	Shares	Sole	2023-07-14
2023-03-31	$516,629	3,014	-1.3%	Shares	Sole	2023-04-21
2022-12-31	$572,781	3,055	0.0%	Shares	Sole	2023-01-27
2022-09-30	$468,026	3,055	0.0%	Shares	Sole	2022-10-14
2022-06-30	$516,692	3,055	0.0%	Shares	Sole	2022-07-18
2022-03-31	$558,240	3,055	0.0%	Shares	Sole	2022-04-13
2021-12-31	$477,893	3,055	0.0%	Shares	Sole	2022-01-14
2021-09-30	$464,390	3,055	0.0%	Shares	Sole	2021-10-27
2021-06-30	$457,364	3,055	0.0%	Shares	Sole	2021-07-30
2021-03-31	$459,472	3,055	0.0%	Shares	Sole	2021-04-08
2020-12-31	$428,830	3,055	0.0%	Shares	Sole	2021-01-12
2020-09-30	$330,520	3,055	0.0%	Shares	Sole	2020-10-16
2020-06-30	$348,422	3,055	-7.4%	Shares	Sole	2020-07-21
2020-03-31	$327,855	3,300	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.