CI INVESTMENTS INC.

Position in TRV — Travelers Companies, Inc.

CIK 1163648 TORONTO, Z4

Position in TRV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$400,765

+$58,041 QoQ

Shares Held

1,214

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,171

of 1,842 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CI INVESTMENTS INC. holds $24,660,261 across 8 Insurance - Property & Casualty names. TRV ranks #7 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMND	Lemonade, Inc.	131,364	$8,545,228
2	CB	Chubb Ltd	16,297	$5,553,039
3	PGR	Progressive Corp/Oh/	23,328	$5,096,001
4	MKL	Markel Group Inc.	1,081	$2,111,203
5	ALL	Allstate Corp	7,330	$1,744,100
6	WRB	Berkley W R Corp	11,657	$822,168
7	TRV	Travelers Companies, Inc. This page	1,214	$400,765
8	AIZ	Assurant, Inc.	1,444	$387,757

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,765	1,214	+3.3%	Shares	Sole	2026-08-13
2026-03-31	$342,724	1,175	+11.4%	Shares	Sole	2026-05-13
2025-12-31	$306,013	1,055	-11.1%	Shares	Sole	2026-02-12
2025-09-30	$331,434	1,187	-13.9%	Shares	Sole	2025-11-12
2025-06-30	$368,670	1,378	+21.2%	Shares	Sole	2025-08-12
2025-03-31	$300,691	1,137	+1.7%	Shares	Sole	2025-05-13
2024-12-31	$269,315	1,118	-81.8%	Shares	Sole	2025-02-12
2024-09-30	$1,434,687	6,128	+11.8%	Shares	Sole	2024-11-12
2024-06-30	$1,114,303	5,480	+3.6%	Shares	Sole	2024-08-12
2024-03-31	$1,217,670	5,291	+20.7%	Shares	Sole	2024-05-13
2023-12-31	$834,917	4,383	+18.9%	Shares	Sole	2024-02-12
2023-09-30	$601,960	3,686	+2.8%	Shares	Sole	2023-11-13
2023-06-30	$622,571	3,585	+1.3%	Shares	Sole	2023-08-11
2023-03-31	$606,791	3,540	-0.2%	Shares	Sole	2023-05-12
2022-12-31	$665,027	3,547	+1008.4%	Shares	Sole	2023-02-10
2022-09-30	$49,024	320	+1003.4%	Shares	Sole	2022-11-14
2022-06-30	$4,904	29	-6.5%	Shares	Sole	2022-08-12
2022-03-31	$5,664	31	-94.3%	Shares	Sole	2022-05-12
2021-12-31	$84,472	540	-94.2%	Shares	Sole	2022-02-11
2021-09-30	$1,414,149	9,303	-1.3%	Shares	Sole	2021-11-12
2021-06-30	$1,411,615	9,429	+17.9%	Shares	Sole	2021-08-13
2021-03-31	$1,202,748	7,997	-22.3%	Shares	Sole	2021-05-13
2020-12-31	$1,444,407	10,290	+91.2%	Shares	Sole	2021-02-09
2020-09-30	$582,278	5,382	+98.3%	Shares	Sole	2020-11-09
2020-06-30	$309,531	2,714	-77.5%	Shares	Sole	2020-08-07
2020-03-31	$1,199,055	12,069	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.