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Essex Financial Services, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1315785 ESSEX, CT

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$2,688,167
+$370,187 QoQ
Shares Held
8,143
+2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#543
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $8,318,329 across 7 Insurance - Property & Casualty names. TRV ranks #1 (32.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TRV
Travelers Companies, Inc.
This page
8,143 $2,688,167

All Filings in TRV

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,688,167 8,143
2026-03-31 $2,317,980 7,947
2025-12-31 $2,300,755 7,932
2025-09-30 $2,184,617 7,824
2025-06-30 $1,973,910 7,378
2025-03-31 $1,895,913 7,169
2024-12-31 $1,785,958 7,414
2024-09-30 $1,510,074 6,450
2024-06-30 $1,386,778 6,820
2024-03-31 $1,440,216 6,258
2023-12-31 $1,162,941 6,105
2023-09-30 $1,005,989 6,160
2023-06-30 $1,062,104 6,116
2023-03-31 $1,399,562 8,165
2022-12-31 $2,526,052 13,473
2022-09-30 $1,102,120 7,194
2022-06-30 $1,172,070 6,930
2022-03-31 $1,250,969 6,846
2021-12-31 $1,079,523 6,901
2021-09-30 $787,259 5,179
2021-06-30 $239,685 1,601
2021-03-31 $240,790 1,601
2020-12-31 $694,971 4,951
2020-09-30 $497,024 4,594
2020-06-30 $499,539 4,380
2020-03-31 $451,744 4,547