Obermeyer Wealth Partners

Position in TRV — Travelers Companies, Inc.

CIK 1349654 ASPEN, CO

Position in TRV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$300,409

-$896 QoQ

Shares Held

910

-11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,312

of 1,829 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,413,088 across 4 Insurance - Property & Casualty names. TRV ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,773	$1,285,612
2	ALL	Allstate Corp	2,164	$514,902
3	PGR	Progressive Corp/Oh/	1,429	$312,165
4	TRV	Travelers Companies, Inc. This page	910	$300,409

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,409	910	-11.9%	Shares	Sole	2026-07-29
2026-03-31	$301,305	1,033	-1.0%	Shares	Sole	2026-04-21
2025-12-31	$302,532	1,043	+1.0%	Shares	Sole	2026-01-29
2025-09-30	$288,434	1,033	-24.4%	Shares	Sole	2025-10-27
2025-06-30	$365,459	1,366	+1.5%	Shares	Sole	2025-08-05
2025-03-31	$355,963	1,346	0.0%	Shares	Sole	2025-05-06
2024-12-31	$324,237	1,346	+32.9%	Shares	Sole	2025-02-14
2024-09-30	$237,163	1,013	0.0%	Shares	Sole	2024-11-05
2024-06-30	$205,983	1,013	0.0%	Shares	Sole	2024-08-01
2024-03-31	$233,131	1,013	-32.5%	Shares	Sole	2024-05-07
2022-12-31	$281,235	1,500	0.0%	Shares	Sole	2023-02-08
2022-09-30	$229,800	1,500	0.0%	Shares	Sole	2022-12-09
2022-06-30	$253,695	1,500	0.0%	Shares	Sole	2022-08-15
2022-03-31	$274,095	1,500	0.0%	Shares	Sole	2022-05-16
2021-12-31	$234,645	1,500	0.0%	Shares	Sole	2022-01-31
2021-09-30	$228,015	1,500	0.0%	Shares	Sole	2021-10-19
2021-06-30	$224,565	1,500	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.