BOK Financial Private Wealth, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1317348 DENVER, CO

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,253

-$32,065 QoQ

Shares Held

-82.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,771

of 1,828 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $330,905 across 6 Insurance - Property & Casualty names. TRV ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	91	$177,723
2	PGR	Progressive Corp/Oh/	310	$67,719
3	ALL	Allstate Corp	210	$49,967
4	CB	Chubb Ltd	68	$23,170
5	TRV	Travelers Companies, Inc. This page	25	$8,253
6	CINF	Cincinnati Financial Corp	22	$4,073

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,253	25	-82.0%	Shares	Sole	2026-08-10
2025-12-31	$40,318	139	0.0%	Shares	Sole	2026-02-06
2025-09-30	$38,811	139	0.0%	Shares	Sole	2025-11-07
2025-06-30	$37,188	139	0.0%	Shares	Sole	2025-08-07
2025-03-31	$36,759	139	-2.8%	Shares	Sole	2025-05-14
2024-12-31	$34,447	143	+2.9%	Shares	Sole	2025-02-07
2024-09-30	$32,542	139	0.0%	Shares	Sole	2024-11-13
2024-06-30	$28,264	139	0.0%	Shares	Sole	2024-08-14
2024-03-31	$31,989	139	0.0%	Shares	Sole	2024-05-01
2023-12-31	$26,478	139	0.0%	Shares	Sole	2024-01-30
2023-09-30	$22,700	139	0.0%	Shares	Sole	2023-10-13
2023-06-30	$24,138	139	0.0%	Shares	Sole	2023-08-08
2023-03-31	$23,825	139	0.0%	Shares	Sole	2023-04-24
2022-12-31	$26,061	139	0.0%	Shares	Sole	2023-02-02
2022-09-30	$21,294	139	-31.9%	Shares	Sole	2022-11-07
2022-06-30	$34,502	204	-85.0%	Shares	Sole	2022-08-15
2022-03-31	$247,964	1,357	-93.4%	Shares	Sole	2022-05-09
2020-03-31	$2,041,741	20,551	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.