Ellevest, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1644128 NEW YORK, NY

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$283,573

+$19,603 QoQ

Shares Held

859

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,345

of 1,829 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $3,874,774 across 5 Insurance - Property & Casualty names. TRV ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,122	$1,745,270
2	PGR	Progressive Corp/Oh/	3,655	$798,434
3	L	Loews Corp	4,942	$559,483
4	ALL	Allstate Corp	2,051	$488,014
5	TRV	Travelers Companies, Inc. This page	859	$283,573

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,573	859	-5.1%	Shares	Sole	2026-08-10
2026-03-31	$263,970	905	+6.3%	Shares	Sole	2026-05-11
2025-12-31	$246,841	851	-10.6%	Shares	Sole	2026-02-10
2025-09-30	$265,817	952	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$253,360	947	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$249,121	942	-10.6%	Shares	Sole	2025-05-14
2024-12-31	$253,898	1,054	+8.1%	Shares	Sole	2025-02-14
2024-09-30	$228,267	975	-9.0%	Shares	Sole	2024-11-13
2024-06-30	$217,980	1,072	+22.9%	Shares	Sole	2024-08-14
2024-03-31	$200,682	872	-8.2%	Shares	Sole	2024-05-13
2023-03-31	$162,839	950	+27.2%	Shares	Sole	2023-05-04
2022-12-31	$140,055	747	+47.3%	Shares	Sole	2023-02-03
2022-09-30	$77,672	507	+62.0%	Shares	Sole	2022-11-02
2022-06-30	$52,937	313	+24.2%	Shares	Sole	2022-07-18
2022-03-31	$46,047	252	+3.7%	Shares	Sole	2022-04-19
2021-12-31	$38,012	243	+27.2%	Shares	Sole	2022-01-24
2021-09-30	$29,033	191	-0.5%	Shares	Sole	2021-10-19
2021-06-30	$28,744	192	+0.5%	Shares	Sole	2021-07-13
2021-03-31	$28,726	191	-40.1%	Shares	Sole	2021-05-03
2020-09-30	$34,512	319	-20.2%	Shares	Sole	2020-10-26
2020-06-30	$45,620	400	+34.2%	Shares	Sole	2020-07-06
2020-03-31	$29,606	298	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.