Jackson, Grant Investment Advisers, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1650300 STAMFORD, CT

Position in TRV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$215,568

+$25,393 QoQ

Shares Held

653

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,513

of 1,829 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Jackson, Grant Investment Advisers, Inc. holds $494,645 across 3 Insurance - Property & Casualty names. TRV ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	653	$215,568
2	PGR	Progressive Corp/Oh/	685	$149,638
3	ALL	Allstate Corp	544	$129,439

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,568	653	+0.2%	Shares	Sole	2026-07-31
2026-03-31	$190,175	652	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$188,829	651	+4.7%	Shares	Sole	2026-01-27
2025-09-30	$173,674	622	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$166,142	621	+0.3%	Shares	Sole	2025-07-17
2025-03-31	$163,700	619	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$148,870	618	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$144,452	617	+0.3%	Shares	Sole	2024-10-17
2024-06-30	$125,054	615	+0.2%	Shares	Sole	2024-07-16
2024-03-31	$141,305	614	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$116,770	613	+0.3%	Shares	Sole	2024-02-01
2023-09-30	$99,782	611	+0.7%	Shares	Sole	2023-10-13
2023-03-31	$104,045	607	+3.8%	Shares	Sole	2023-05-02
2022-12-31	$109,681	585	+0.3%	Shares	Sole	2023-01-26
2022-09-30	$89,315	583	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$98,433	582	+0.3%	Shares	Sole	2022-08-04
2022-03-31	$105,983	580	+0.5%	Shares	Sole	2022-04-28
2021-09-30	$87,709	577	+0.3%	Shares	Sole	2021-10-13
2021-06-30	$86,083	575	+0.2%	Shares	Sole	2021-07-15
2021-03-31	$86,329	574	+103.5%	Shares	Sole	2021-04-22
2020-12-31	$39,584	282	+0.4%	Shares	Sole	2021-03-03
2020-09-30	$30,401	281	+1.1%	Shares	Sole	2020-11-12
2020-06-30	$31,705	278	+0.7%	Shares	Sole	2020-08-14
2020-03-31	$27,420	276	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.