Summit Global Investments

Position in TRV — Travelers Companies, Inc.

CIK 1697953 BOUNTIFUL, UT

Position in TRV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$828,931

-$1,293,332 QoQ

Shares Held

2,511

-65.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#870

of 1,825 holders

Holding Since

Dec 2021

17 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $14,839,498 across 7 Insurance - Property & Casualty names. TRV ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	31,220	$6,820,009
2	ALL	Allstate Corp	17,019	$4,049,500
3	MCY	Mercury General Corp	11,839	$1,262,274
4	L	Loews Corp	9,970	$1,128,703
5	TRV	Travelers Companies, Inc. This page	2,511	$828,931
6	CB	Chubb Ltd	1,525	$519,628
7	HCI	HCI Group, Inc.	1,315	$230,453

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,931	2,511	-65.5%	Shares	Sole	2026-08-03
2026-03-31	$2,122,263	7,276	+42.8%	Shares	Sole	2026-05-07
2025-12-31	$1,478,145	5,096	-30.5%	Shares	Sole	2026-02-18
2025-09-30	$2,048,637	7,337	-4.3%	Shares	Sole	2025-11-03
2025-06-30	$2,050,159	7,663	-41.8%	Shares	Sole	2025-08-12
2025-03-31	$3,479,235	13,156	-39.6%	Shares	Sole	2025-04-07
2024-06-30	$4,426,305	21,768	-12.8%	Shares	Sole	2024-07-22
2024-03-31	$5,745,214	24,964	+141.1%	Shares	Sole	2024-04-29
2023-12-31	$1,972,333	10,354	+0.7%	Shares	Sole	2024-02-06
2023-09-30	$1,679,153	10,282	+308.0%	Shares	Sole	2023-10-16
2023-06-30	$437,623	2,520	-0.3%	Shares	Sole	2023-07-19
2023-03-31	$433,153	2,527	+6.8%	Shares	Sole	2023-05-04
2022-12-31	$443,413	2,365	+2.3%	Shares	Sole	2023-01-31
2022-09-30	$354,045	2,311	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$388,153	2,295	-0.0%	Shares	Sole	2022-08-23
2022-03-31	$419,548	2,296	-77.5%	Shares	Sole	2022-04-29
2021-12-31	$1,595,586	10,200	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.