Blue Chip Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1632801 FARMINGTON HILLS, MI

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$224,811

+$16,398 QoQ

Shares Held

681

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,482

of 1,829 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Blue Chip Partners, LLC holds $224,811 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TRV	Travelers Companies, Inc. This page	681	$224,811

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,811	681	-12.6%	Shares	Sole	2026-08-14
2025-06-30	$208,413	779	+4.8%	Shares	Sole	2025-08-15
2024-09-30	$173,951	743	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$150,471	740	+1.1%	Shares	Sole	2024-07-29
2024-03-31	$168,462	732	0.0%	Shares	Sole	2024-04-25
2023-12-31	$139,438	732	+0.4%	Shares	Sole	2024-02-05
2023-09-30	$119,052	729	-5.0%	Shares	Sole	2023-10-30
2023-06-30	$133,197	767	+6.5%	Shares	Sole	2023-08-02
2023-03-31	$123,415	720	+0.6%	Shares	Sole	2023-05-01
2022-12-31	$134,242	716	-20.7%	Shares	Sole	2023-02-01
2022-09-30	$138,339	903	+2.8%	Shares	Sole	2022-10-27
2022-06-30	$148,496	878	+0.6%	Shares	Sole	2022-08-01
2022-03-31	$159,523	873	+0.5%	Shares	Sole	2022-05-04
2021-12-31	$135,937	869	+0.6%	Shares	Sole	2022-02-08
2021-09-30	$131,336	864	+0.5%	Shares	Sole	2021-11-02
2021-06-30	$128,750	860	-2.3%	Shares	Sole	2021-08-03
2021-03-31	$132,352	880	-54.5%	Shares	Sole	2021-05-04
2020-12-31	$271,194	1,932	-6.3%	Shares	Sole	2021-02-05
2020-09-30	$223,087	2,062	+0.8%	Shares	Sole	2020-10-27
2020-06-30	$233,346	2,046	-9.9%	Shares	Sole	2020-07-30
2020-03-31	$225,623	2,271	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.