Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1510434 Seattle, WA

Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,918,987

+$126,031 QoQ

Shares Held

5,813

-5.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#632

of 1,829 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,954,996 across 15 Insurance - Property & Casualty names. TRV ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	59,722	$4,212,191
2	TRV	Travelers Companies, Inc. This page	5,813	$1,918,987
3	ORI	Old Republic International Corp	42,965	$1,758,127
4	PGR	Progressive Corp/Oh/	7,633	$1,667,428
5	UVE	Universal Insurance Holdings, Inc.	34,294	$1,418,399
6	ALL	Allstate Corp	5,936	$1,412,411
7	CB	Chubb Ltd	3,377	$1,150,678
8	DGICA	Donegal Group Inc	44,875	$846,342

All Filings in TRV

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,918,987	5,813	-5.4%	Shares	Sole	2026-07-15
2026-03-31	$1,792,956	6,147	+17.5%	Shares	Other	2026-05-04
2025-12-31	$1,517,303	5,231	-12.9%	Shares	Sole	2026-01-16
2025-09-30	$1,677,274	6,007	-3.0%	Shares	Sole	2025-11-10
2025-06-30	$1,656,340	6,191	-5.9%	Shares	Sole	2025-07-21
2025-03-31	$1,740,146	6,580	-15.9%	Shares	Sole	2025-05-08
2024-12-31	$1,884,000	7,821	-6.6%	Shares	Sole	2025-01-22
2024-09-30	$1,960,989	8,376	-16.3%	Shares	Sole	2024-11-01
2024-06-30	$2,033,806	10,002	-25.5%	Shares	Sole	2024-08-09
2024-03-31	$3,087,788	13,417	-64.9%	Shares	Sole	2024-05-07
2023-12-31	$7,283,575	38,236	+6.2%	Shares	Sole	2024-02-06
2023-09-30	$5,879,813	36,004	+7.7%	Shares	Sole	2023-11-03
2023-06-30	$5,807,885	33,444	+10.1%	Shares	Sole	2023-08-11
2023-03-31	$5,205,721	30,370	+9.8%	Shares	Sole	2023-05-09
2022-12-31	$5,187,473	27,668	+3.3%	Shares	Sole	2023-02-08
2022-09-30	$4,103,768	26,787	+42.1%	Shares	Sole	2022-11-03
2022-06-30	$3,188,100	18,850	+982.7%	Shares	Sole	2022-08-02
2022-03-31	$318,132	1,741	-0.6%	Shares	Sole	2022-05-13
2021-12-31	$273,908	1,751	+26.5%	Shares	Sole	2022-02-14
2021-06-30	$207,198	1,384	-43.2%	Shares	Sole	2021-08-12
2020-06-30	$277,825	2,436	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.