Legacy Private Trust Co.

Bank

Position in TRV — Travelers Companies, Inc.

CIK 1352547 NEENAH, WI

Position in TRV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$290,505

+$33,827 QoQ

Shares Held

880

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,329

of 1,829 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Private Trust Co. holds $4,679,460 across 4 Insurance - Property & Casualty names. TRV ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	11,189	$2,444,236
2	CB	Chubb Ltd	4,655	$1,586,144
3	ALL	Allstate Corp	1,507	$358,575
4	TRV	Travelers Companies, Inc. This page	880	$290,505

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,505	880	0.0%	Shares	Sole	2026-07-21
2026-03-31	$256,678	880	0.0%	Shares	Sole	2026-04-07
2025-12-31	$255,252	880	0.0%	Shares	Sole	2026-01-08
2025-09-30	$245,713	880	-10.0%	Shares	Sole	2025-10-08
2025-06-30	$261,654	978	-19.0%	Shares	Sole	2025-07-08
2025-03-31	$319,467	1,208	-11.7%	Shares	Sole	2025-04-04
2024-12-31	$329,537	1,368	-14.7%	Shares	Sole	2025-01-08
2024-09-30	$375,294	1,603	0.0%	Shares	Sole	2024-10-07
2024-06-30	$325,954	1,603	0.0%	Shares	Sole	2024-07-12
2024-03-31	$368,914	1,603	0.0%	Shares	Sole	2024-04-10
2023-12-31	$305,355	1,603	-6.4%	Shares	Sole	2024-01-10
2023-09-30	$279,750	1,713	-24.5%	Shares	Sole	2023-10-11
2023-06-30	$393,860	2,268	-6.4%	Shares	Sole	2023-07-07
2023-03-31	$415,326	2,423	-23.2%	Shares	Sole	2023-04-12
2022-12-31	$591,155	3,153	-11.4%	Shares	Sole	2023-01-19
2022-09-30	$545,085	3,558	-23.5%	Shares	Sole	2022-10-06
2022-06-30	$786,623	4,651	-5.2%	Shares	Sole	2022-07-07
2022-03-31	$896,473	4,906	-22.0%	Shares	Sole	2022-04-11
2021-12-31	$984,101	6,291	-51.9%	Shares	Sole	2022-01-12
2021-09-30	$1,987,074	13,072	-7.8%	Shares	Sole	2021-10-12
2021-06-30	$2,122,738	14,179	+34.3%	Shares	Sole	2021-07-09
2021-03-31	$1,587,622	10,556	+4.9%	Shares	Sole	2021-04-09
2020-12-31	$1,412,964	10,066	-8.8%	Shares	Sole	2021-01-12
2020-09-30	$1,194,201	11,038	-41.3%	Shares	Sole	2020-10-14
2020-03-31	$1,869,766	18,820	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.