SVB WEALTH LLC

Position in TRV — Travelers Companies, Inc.

CIK 1626116 BOSTON, MA

Position in TRV

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$326,387

-$43,148 QoQ

Shares Held

1,119

-12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $4,571,867 across 2 Insurance - Property & Casualty names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ALL	Allstate Corp	14,332	$3,410,152
2	PGR	Progressive Corp/Oh/	5,318	$1,161,715

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$326,387	1,119	-12.2%	Shares	Sole	2026-04-17
2025-12-31	$369,535	1,274	-0.5%	Shares	Sole	2026-02-04
2025-09-30	$357,679	1,281	-5.5%	Shares	Sole	2025-11-06
2025-06-30	$362,514	1,355	-58.4%	Shares	Sole	2025-08-14
2025-03-31	$862,403	3,261	-13.1%	Shares	Sole	2025-05-14
2024-12-31	$903,578	3,751	-4.7%	Shares	Sole	2025-02-05
2024-06-30	$800,752	3,938	-4.8%	Shares	Sole	2024-08-06
2024-03-31	$952,088	4,137	-3.6%	Shares	Sole	2024-05-15
2023-12-31	$817,773	4,293	-1.5%	Shares	Sole	2024-01-30
2023-09-30	$711,541	4,357	-6.5%	Shares	Sole	2023-10-23
2023-06-30	$808,907	4,658	-7.9%	Shares	Sole	2023-07-24
2023-03-31	$866,477	5,055	-1.2%	Shares	Sole	2023-05-12
2022-12-31	$959,385	5,117	-0.7%	Shares	Sole	2023-02-10
2022-09-30	$789,133	5,151	+19.8%	Shares	Sole	2022-11-09
2022-06-30	$727,089	4,299	-2.1%	Shares	Sole	2022-08-16
2022-03-31	$802,001	4,389	+9.9%	Shares	Sole	2022-05-13
2021-12-31	$624,937	3,995	-49.8%	Shares	Sole	2022-02-15
2021-09-30	$1,210,151	7,961	+4.2%	Shares	Sole	2021-11-09
2021-06-30	$1,143,784	7,640	-6.4%	Shares	Sole	2021-08-13
2021-03-31	$1,227,864	8,164	+11.6%	Shares	Sole	2021-05-11
2020-12-31	$1,026,666	7,314	+42.4%	Shares	Sole	2021-02-10
2020-09-30	$555,879	5,138	+61.4%	Shares	Sole	2020-11-10
2020-06-30	$363,021	3,183	+35.6%	Shares	Sole	2020-08-05
2020-03-31	$233,273	2,348	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.