Welch & Forbes LLC

Position in TRV — Travelers Companies, Inc.

CIK 105495 Boston, MA

Position in TRV

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

Position Value

$865,904

+$104,328 QoQ

Shares Held

2,623

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#856

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $141,430,081 across 4 Insurance - Property & Casualty names. TRV ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	384,803	$131,117,774
2	PGR	Progressive Corp/Oh/	36,005	$7,865,292
3	ALL	Allstate Corp	6,645	$1,581,111
4	TRV	Travelers Companies, Inc. This page	2,623	$865,904

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$865,904	2,623	+0.5%	Shares	Sole	2026-07-30
2026-03-31	$761,576	2,611	0.0%	Shares	Sole	2026-05-01
2025-12-31	$757,346	2,611	0.0%	Shares	Sole	2026-02-10
2025-09-30	$729,043	2,611	0.0%	Shares	Sole	2025-11-04
2025-06-30	$698,546	2,611	-0.4%	Shares	Sole	2025-08-05
2025-03-31	$693,149	2,621	-0.2%	Shares	Sole	2025-05-02
2024-12-31	$632,336	2,625	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$613,628	2,621	0.0%	Shares	Sole	2024-11-04
2024-06-30	$532,954	2,621	-19.6%	Shares	Sole	2024-08-02
2024-03-31	$750,486	3,261	0.0%	Shares	Sole	2024-05-03
2023-12-31	$621,187	3,261	0.0%	Shares	Sole	2024-02-06
2023-09-30	$532,553	3,261	-2.3%	Shares	Sole	2023-11-03
2023-06-30	$579,503	3,337	+3.7%	Shares	Sole	2023-07-28
2023-03-31	$551,597	3,218	-2.3%	Shares	Sole	2023-04-14
2022-12-31	$617,404	3,293	0.0%	Shares	Sole	2023-02-02
2022-09-30	$504,487	3,293	+4.1%	Shares	Sole	2022-10-31
2022-06-30	$534,789	3,162	0.0%	Shares	Sole	2022-07-22
2022-03-31	$577,792	3,162	0.0%	Shares	Sole	2022-04-25
2021-12-31	$494,631	3,162	0.0%	Shares	Sole	2022-01-19
2021-09-30	$480,655	3,162	-0.8%	Shares	Sole	2021-10-13
2021-06-30	$476,976	3,186	0.0%	Shares	Sole	2021-07-22
2021-03-31	$479,174	3,186	+1.0%	Shares	Sole	2021-04-14
2020-12-31	$442,867	3,155	0.0%	Shares	Sole	2021-01-20
2020-09-30	$341,339	3,155	-0.3%	Shares	Sole	2020-10-23
2020-06-30	$360,854	3,164	+0.8%	Shares	Sole	2020-07-15
2020-03-31	$311,859	3,139	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.