ZACKS INVESTMENT MANAGEMENT

Position in TRV — Travelers Companies, Inc.

CIK 1086483 Chicago, IL

Position in TRV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$344,765

-$4,177 QoQ

Shares Held

1,182

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $49,527,474 across 9 Insurance - Property & Casualty names. TRV ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	328,412	$21,767,147
2	AIZ	Assurant, Inc.	70,545	$15,365,406
3	ALL	Allstate Corp	32,970	$6,835,999
4	UFCS	United Fire Group Inc	97,773	$3,623,467
5	ORI	Old Republic International Corp	19,112	$762,568
6	CB	Chubb Ltd	1,117	$364,063
7	WTM	White Mountains Insurance Group Ltd	157	$344,922
8	TRV	Travelers Companies, Inc. This page	1,182	$344,765

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$344,765	1,182	-1.7%	Shares	Sole	2026-05-14
2025-12-31	$348,942	1,203	+6.2%	Shares	Sole	2026-02-17
2025-09-30	$316,356	1,133	+8.8%	Shares	Sole	2025-11-14
2025-06-30	$278,509	1,041	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$272,658	1,031	+8.2%	Shares	Sole	2025-05-14
2024-12-31	$229,568	953	+1.1%	Shares	Sole	2025-02-13
2024-09-30	$220,775	943	+3.4%	Shares	Sole	2024-11-14
2024-03-31	$209,887	912	-37.5%	Shares	Sole	2024-05-15
2021-03-31	$219,433	1,459	-96.6%	Shares	Sole	2021-05-17
2020-03-31	$4,293,509	43,216	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.