NAPLES GLOBAL ADVISORS, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1582151 NAPLES, FL

Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,327,346

+$271,002 QoQ

Shares Held

7,050

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#585

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $9,793,418 across 5 Insurance - Property & Casualty names. TRV ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,528	$3,587,310
2	TRV	Travelers Companies, Inc. This page	7,050	$2,327,346
3	ORI	Old Republic International Corp	45,049	$1,843,405
4	SAFT	Safety Insurance Group Inc	21,453	$1,605,971
5	WRB	Berkley W R Corp	6,088	$429,386

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,327,346	7,050	0.0%	Shares	Sole	2026-07-23
2026-03-31	$2,056,344	7,050	-7.3%	Shares	Sole	2026-04-20
2025-12-31	$2,205,326	7,603	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$2,136,312	7,651	-0.1%	Shares	Sole	2025-10-30
2025-06-30	$2,048,553	7,657	-1.6%	Shares	Sole	2025-07-18
2025-03-31	$2,058,027	7,782	-2.7%	Shares	Sole	2025-04-10
2024-12-31	$1,926,397	7,997	0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,872,257	7,997	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$1,631,193	8,022	-0.5%	Shares	Sole	2024-07-18
2024-03-31	$1,855,388	8,062	-0.2%	Shares	Sole	2024-04-29
2023-12-31	$1,538,206	8,075	-4.4%	Shares	Sole	2024-01-11
2023-09-30	$1,379,969	8,450	-1.7%	Shares	Sole	2023-10-16
2023-06-30	$1,493,476	8,600	+2.2%	Shares	Sole	2023-07-17
2023-03-31	$1,442,415	8,415	-1.2%	Shares	Sole	2023-04-17
2022-12-31	$1,596,102	8,513	-0.3%	Shares	Sole	2023-04-17
2022-09-30	$1,307,715	8,536	+1.2%	Shares	Sole	2022-10-20
2022-06-30	$1,426,611	8,435	-7.1%	Shares	Sole	2022-08-11
2022-03-31	$1,659,736	9,083	-1.1%	Shares	Sole	2022-04-28
2021-12-31	$1,436,183	9,181	+0.0%	Shares	Sole	2022-02-04
2021-09-30	$1,395,299	9,179	+0.0%	Shares	Sole	2021-10-29
2021-06-30	$1,374,038	9,178	+0.0%	Shares	Sole	2021-08-06
2021-03-31	$1,380,070	9,176	+1.1%	Shares	Sole	2021-05-10
2020-12-31	$1,274,278	9,078	+0.0%	Shares	Sole	2021-02-08
2020-09-30	$981,932	9,076	-3.2%	Shares	Sole	2020-10-26
2020-06-30	$1,069,104	9,374	-1.4%	Shares	Sole	2020-08-04
2020-03-31	$944,719	9,509	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.