Clean Yield Group

Position in TRV — Travelers Companies, Inc.

CIK 1525865 NORWICH, VT

Position in TRV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$214,578

+$24,986 QoQ

Shares Held

650

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,515

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

Clean Yield Group holds $330,132 across 5 Insurance - Property & Casualty names. TRV ranks #1 (65.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	650	$214,578
2	CB	Chubb Ltd	201	$68,488
3	L	Loews Corp	263	$29,774
4	PGR	Progressive Corp/Oh/	65	$14,199
5	ALL	Allstate Corp	13	$3,093

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,578	650	0.0%	Shares	Sole	2026-08-05
2026-03-31	$189,592	650	-3.1%	Shares	Sole	2026-04-14
2025-12-31	$194,630	671	0.0%	Shares	Sole	2026-01-26
2025-09-30	$187,356	671	0.0%	Shares	Sole	2025-10-23
2025-06-30	$179,519	671	0.0%	Shares	Sole	2025-07-17
2025-03-31	$177,452	671	0.0%	Shares	Sole	2025-04-14
2024-12-31	$161,637	671	0.0%	Shares	Sole	2025-01-13
2024-09-30	$157,094	671	+3.2%	Shares	Sole	2024-10-07
2024-06-30	$132,171	650	0.0%	Shares	Sole	2024-07-10
2024-03-31	$149,591	650	0.0%	Shares	Sole	2024-05-29
2023-12-31	$123,818	650	0.0%	Shares	Sole	2024-01-24
2023-09-30	$106,151	650	0.0%	Shares	Sole	2023-10-12
2023-06-30	$112,879	650	-20.0%	Shares	Sole	2023-07-26
2023-03-31	$139,356	813	-9.7%	Shares	Sole	2023-04-26
2022-12-31	$168,741	900	0.0%	Shares	Sole	2023-01-31
2022-09-30	$137,880	900	0.0%	Shares	Sole	2022-10-31
2022-06-30	$152,217	900	-9.3%	Shares	Sole	2022-07-18
2022-03-31	$181,268	992	-16.3%	Shares	Sole	2022-04-25
2021-12-31	$185,369	1,185	-8.8%	Shares	Sole	2022-01-24
2021-09-30	$197,613	1,300	0.0%	Shares	Sole	2021-10-27
2021-06-30	$194,623	1,300	-25.7%	Shares	Sole	2021-07-26
2020-12-31	$245,647	1,750	+2.9%	Shares	Sole	2021-01-26
2020-09-30	$183,923	1,700	0.0%	Shares	Sole	2020-10-16
2020-06-30	$193,885	1,700	-18.1%	Shares	Sole	2020-07-22
2020-03-31	$206,250	2,076	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.