Chicago Partners Investment Group LLC

Position in TRV — Travelers Companies, Inc.

CIK 1563525 CHICAGO, IL

Position in TRV

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

Position Value

$1,885,975

+$697,379 QoQ

Shares Held

5,713

+40.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#636

of 1,829 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $14,021,725 across 17 Insurance - Property & Casualty names. TRV ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	8,333	$2,839,386
2	TRV	Travelers Companies, Inc. This page	5,713	$1,885,975
3	ALL	Allstate Corp	6,671	$1,587,297
4	THG	Hanover Insurance Group, Inc.	5,116	$1,095,437
5	WTM	White Mountains Insurance Group Ltd	523	$1,084,382
6	PGR	Progressive Corp/Oh/	3,427	$748,628
7	PRCH	Porch Group, Inc.	43,123	$648,569
8	WRB	Berkley W R Corp	7,816	$551,262

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,885,975	5,713	+40.2%	Shares	Sole	2026-07-30
2026-03-31	$1,188,596	4,075	+109.1%	Shares	Sole	2026-05-04
2025-12-31	$565,326	1,949	+1.9%	Shares	Sole	2026-01-28
2025-09-30	$534,147	1,913	-15.9%	Shares	Sole	2025-10-30
2025-06-30	$608,653	2,275	+13.1%	Shares	Sole	2025-07-29
2025-03-31	$532,093	2,012	+4.2%	Shares	Sole	2025-05-09
2024-12-31	$464,917	1,930	+16.0%	Shares	Sole	2025-01-24
2024-09-30	$389,575	1,664	+23.6%	Shares	Sole	2024-10-29
2024-06-30	$273,695	1,346	+0.8%	Shares	Sole	2024-07-31
2024-03-31	$307,236	1,335	+7.6%	Shares	Sole	2024-04-25
2023-12-31	$236,398	1,241	—	Shares	Sole	2024-02-23
No filing history on record for this holder in this stock.