GRIMES & Co WEALTH MANAGEMENT, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1321993 WESTBOROUGH, MA

Position in TRV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$883,070

+$136,370 QoQ

Shares Held

2,675

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#849

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

GRIMES & Co WEALTH MANAGEMENT, LLC holds $2,122,222 across 3 Insurance - Property & Casualty names. TRV ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,675	$883,070
2	CB	Chubb Ltd	2,290	$780,294
3	THG	Hanover Insurance Group, Inc.	2,143	$458,858

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$883,070	2,675	+4.5%	Shares	Other	2026-07-17
2026-03-31	$746,700	2,560	+1.2%	Shares	Other	2026-04-21
2025-12-31	$733,851	2,530	+0.6%	Shares	Other	2026-02-03
2025-09-30	$701,958	2,514	+3.0%	Shares	Other	2025-10-27
2025-06-30	$653,064	2,441	-6.2%	Shares	Other	2025-07-22
2025-03-31	$687,859	2,601	+2.4%	Shares	Other	2025-04-17
2024-12-31	$612,101	2,541	+3.9%	Shares	Sole	2025-01-21
2024-09-30	$572,656	2,446	-0.4%	Shares	Sole	2024-10-22
2024-06-30	$499,198	2,455	+3.0%	Shares	Other	2024-07-22
2024-03-31	$548,653	2,384	-1.5%	Shares	Other	2024-04-17
2023-12-31	$460,985	2,420	+2.2%	Shares	Other	2024-01-24
2023-09-30	$386,554	2,367	+0.3%	Shares	Other	2023-10-19
2023-06-30	$410,011	2,361	-0.3%	Shares	Sole	2023-07-19
2023-03-31	$405,898	2,368	-1.3%	Shares	Other	2023-04-20
2022-12-31	$449,788	2,399	+8.3%	Shares	Other	2023-01-25
2022-09-30	$339,337	2,215	-0.2%	Shares	Other	2022-10-28
2022-06-30	$375,468	2,220	+2.3%	Shares	Other	2022-07-22
2022-03-31	$396,523	2,170	0.0%	Shares	Sole	2022-05-06
2021-12-31	$339,452	2,170	0.0%	Shares	Sole	2022-02-01
2021-09-30	$329,860	2,170	0.0%	Shares	Other	2021-11-08
2021-06-30	$324,869	2,170	+3.5%	Shares	Other	2021-08-04
2021-03-31	$315,388	2,097	0.0%	Shares	Other	2021-05-12
2020-12-31	$294,355	2,097	0.0%	Shares	Sole	2021-02-02
2020-09-30	$226,873	2,097	0.0%	Shares	Sole	2020-11-12
2020-06-30	$239,162	2,097	0.0%	Shares	Sole	2020-07-31
2020-03-31	$208,336	2,097	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.