Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$224,481
+$26,139 QoQ
Shares Held
680
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,483
of 1,829 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Pettee Investors, Inc. holds $1,329,321 across 2 Insurance - Property & Casualty names. TRV ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
27,000 | $1,104,840 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
680 | $224,481 |
All Filings in TRV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,481 | 680 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $198,342 | 680 | Shares | Sole | 2026-05-04 | |
| 2024-12-31 | $255,102 | 1,059 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $247,933 | 1,059 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $215,337 | 1,059 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $243,718 | 1,059 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $201,728 | 1,059 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $229,578 | 1,322 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $226,604 | 1,322 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $247,861 | 1,322 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $202,530 | 1,322 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $223,589 | 1,322 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $241,569 | 1,322 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $206,800 | 1,322 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $200,957 | 1,322 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $200,784 | 1,335 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||