Klingman & Associates, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1662449 New York, NY

Position in TRV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$228,112

New position

Shares Held

691

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,474

of 1,829 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $1,354,949 across 3 Insurance - Property & Casualty names. TRV ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	2,998	$654,913
2	CB	Chubb Ltd	1,385	$471,924
3	TRV	Travelers Companies, Inc. This page	691	$228,112

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,112	691	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.