FLAGSHIP HARBOR ADVISORS, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1691766 BOSTON, MA

Position in TRV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$467,119

+$54,101 QoQ

Shares Held

1,415

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,087

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $2,240,310 across 4 Insurance - Property & Casualty names. TRV ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,211	$1,094,116
2	TRV	Travelers Companies, Inc. This page	1,415	$467,119
3	ALL	Allstate Corp	1,576	$374,993
4	PGR	Progressive Corp/Oh/	1,392	$304,082

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,119	1,415	-0.1%	Shares	Sole	2026-07-22
2026-03-31	$413,018	1,416	-16.8%	Shares	Sole	2026-04-28
2025-12-31	$493,392	1,701	-22.8%	Shares	Sole	2026-01-21
2025-09-30	$615,400	2,204	-23.4%	Shares	Sole	2025-11-05
2025-06-30	$770,247	2,879	-1.3%	Shares	Sole	2025-08-04
2025-03-31	$771,694	2,918	+50.5%	Shares	Sole	2025-04-22
2024-12-31	$467,085	1,939	-1.0%	Shares	Sole	2025-01-21
2024-09-30	$458,641	1,959	-2.5%	Shares	Sole	2024-10-21
2024-06-30	$408,510	2,009	+13.8%	Shares	Sole	2025-12-02
2024-03-31	$406,197	1,765	+7.2%	Shares	Sole	2024-04-16
2023-12-31	$313,546	1,646	-4.3%	Shares	Sole	2024-01-10
2023-09-30	$280,893	1,720	-8.0%	Shares	Sole	2023-10-17
2023-06-30	$324,744	1,870	-3.5%	Shares	Sole	2023-07-11
2023-03-31	$332,192	1,938	-3.7%	Shares	Sole	2023-04-12
2022-12-31	$377,417	2,013	+0.2%	Shares	Sole	2023-01-13
2022-09-30	$307,778	2,009	-2.2%	Shares	Sole	2022-10-13
2022-06-30	$347,393	2,054	+25.4%	Shares	Sole	2022-07-13
2022-03-31	$299,311	1,638	-32.0%	Shares	Sole	2022-04-13
2021-12-31	$376,683	2,408	+50.6%	Shares	Sole	2022-02-17
2021-09-30	$243,063	1,599	0.0%	Shares	Sole	2021-11-01
2021-06-30	$239,386	1,599	+12.0%	Shares	Sole	2021-07-26
2021-03-31	$214,771	1,428	-4.4%	Shares	Sole	2021-05-03
2020-12-31	$209,712	1,494	-3.7%	Shares	Sole	2021-02-08
2020-09-30	$167,802	1,551	-15.4%	Shares	Sole	2020-10-13
2020-06-30	$209,053	1,833	-3.4%	Shares	Sole	2020-07-31
2020-03-31	$188,466	1,897	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.