BOSTON FAMILY OFFICE LLC

Family Office

Position in TRV — Travelers Companies, Inc.

CIK 1039807 BOSTON, MA

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$450,613

+$27,677 QoQ

Shares Held

1,365

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,105

of 1,829 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $1,370,332 across 3 Insurance - Property & Casualty names. TRV ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,035	$693,405
2	TRV	Travelers Companies, Inc. This page	1,365	$450,613
3	PGR	Progressive Corp/Oh/	1,036	$226,314

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$450,613	1,365	-5.9%	Shares	Sole	2026-08-12
2026-03-31	$422,936	1,450	-4.9%	Shares	Sole	2026-05-13
2025-12-31	$442,341	1,525	0.0%	Shares	Sole	2026-02-13
2025-09-30	$425,810	1,525	0.0%	Shares	Sole	2025-11-12
2025-06-30	$407,998	1,525	0.0%	Shares	Sole	2025-08-13
2025-03-31	$403,301	1,525	0.0%	Shares	Sole	2025-05-13
2024-12-31	$367,357	1,525	0.0%	Shares	Sole	2025-02-12
2024-09-30	$357,033	1,525	+69.4%	Shares	Sole	2024-11-13
2024-03-31	$207,126	900	-18.2%	Shares	Sole	2024-05-13
2022-12-31	$206,239	1,100	-26.7%	Shares	Sole	2023-02-07
2022-03-31	$274,095	1,500	-21.1%	Shares	Sole	2022-05-11
2021-12-31	$297,217	1,900	0.0%	Shares	Sole	2022-02-14
2021-09-30	$288,819	1,900	0.0%	Shares	Sole	2021-11-15
2021-06-30	$284,449	1,900	-5.0%	Shares	Sole	2021-08-12
2021-03-31	$300,800	2,000	0.0%	Shares	Sole	2021-05-07
2020-12-31	$280,740	2,000	-24.5%	Shares	Sole	2021-02-16
2020-09-30	$286,703	2,650	-15.9%	Shares	Sole	2020-11-10
2020-06-30	$359,257	3,150	-16.0%	Shares	Sole	2020-08-06
2020-03-31	$372,562	3,750	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.