BROWN, LISLE/CUMMINGS, INC.

Position in TRV — Travelers Companies, Inc.

CIK 14745 PROVIDENCE, RI

Position in TRV

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$93,629

+$520 QoQ

Shares Held

321

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

BROWN, LISLE/CUMMINGS, INC. holds $1,387,291 across 7 Insurance - Property & Casualty names. TRV ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	16,780	$1,112,178
2	CB	Chubb Ltd	528	$172,091
3	TRV	Travelers Companies, Inc. This page	321	$93,629
4	AIZ	Assurant, Inc.	24	$5,227
5	PGR	Progressive Corp/Oh/	9	$1,784
6	PLMR	Palomar Holdings, Inc.	13	$1,553
7	ALL	Allstate Corp	4	$829

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$93,629	321	0.0%	Shares	Sole	2026-04-20
2025-12-31	$93,109	321	0.0%	Shares	Sole	2026-01-23
2025-09-30	$89,629	321	0.0%	Shares	Sole	2025-10-10
2025-06-30	$85,880	321	+0.3%	Shares	Sole	2025-07-16
2025-03-31	$84,627	320	+10.7%	Shares	Sole	2025-04-22
2024-12-31	$69,617	289	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.