Choate Investment Advisors

Position in TRV — Travelers Companies, Inc.

CIK 1399794 BOSTON, MA

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,972,730

+$328,360 QoQ

Shares Held

9,005

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#519

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $24,066,592 across 5 Insurance - Property & Casualty names. TRV ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	64,822	$14,160,365
2	CB	Chubb Ltd	13,681	$4,661,663
3	TRV	Travelers Companies, Inc. This page	9,005	$2,972,730
4	ALL	Allstate Corp	7,972	$1,896,857
5	MKL	Markel Group Inc.	192	$374,977

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,972,730	9,005	-0.7%	Shares	Sole	2026-08-11
2026-03-31	$2,644,370	9,066	-0.4%	Shares	Sole	2026-05-13
2025-12-31	$2,639,255	9,099	-1.5%	Shares	Sole	2026-02-09
2025-09-30	$2,580,272	9,241	0.0%	Shares	Sole	2025-11-10
2025-06-30	$2,472,337	9,241	+16.8%	Shares	Sole	2025-08-12
2025-03-31	$2,092,143	7,911	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$1,900,622	7,890	+2.3%	Shares	Sole	2025-02-10
2024-09-30	$1,805,767	7,713	-1.2%	Shares	Sole	2024-11-13
2024-06-30	$1,587,475	7,807	-5.6%	Shares	Sole	2024-08-08
2024-03-31	$1,902,567	8,267	+2.4%	Shares	Sole	2024-05-07
2023-12-31	$1,538,587	8,077	+1.0%	Shares	Sole	2024-02-14
2023-09-30	$1,305,500	7,994	+8.8%	Shares	Sole	2023-10-30
2023-06-30	$1,276,227	7,349	+168.3%	Shares	Sole	2023-08-01
2023-03-31	$469,491	2,739	0.0%	Shares	Sole	2023-05-15
2022-12-31	$513,535	2,739	+10.7%	Shares	Sole	2023-02-14
2022-09-30	$379,016	2,474	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$419,273	2,479	-20.0%	Shares	Sole	2022-08-11
2022-03-31	$565,914	3,097	-23.4%	Shares	Sole	2022-04-29
2021-12-31	$632,759	4,045	-5.6%	Shares	Sole	2022-02-07
2021-09-30	$651,362	4,285	+0.1%	Shares	Sole	2021-11-04
2021-06-30	$640,758	4,280	+0.1%	Shares	Sole	2021-07-30
2021-03-31	$643,260	4,277	-0.3%	Shares	Sole	2021-05-07
2020-12-31	$602,468	4,292	-7.7%	Shares	Sole	2021-02-08
2020-09-30	$503,083	4,650	-7.1%	Shares	Sole	2020-10-26
2020-06-30	$570,820	5,005	-1.7%	Shares	Sole	2020-07-23
2020-03-31	$505,691	5,090	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.