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Equibles

Cresset Asset Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1761013 Chicago, IL
Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,885,709
+$559,049 QoQ
Shares Held
17,829
-2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#382
of 1,841 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Cresset Asset Management, LLC holds $64,430,491 across 17 Insurance - Property & Casualty names. TRV ranks #3 (9.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
 58,170 $19,820,845
2 CINF
Cincinnati Financial Corp
 60,352 $11,173,569
3 TRV
Travelers Companies, Inc.
This page 		17,829 $5,885,709
4 PGR
Progressive Corp/Oh/
 22,359 $4,884,323
5 ORI
Old Republic International Corp
 99,931 $4,089,176
6 KNSL
Kinsale Capital Group, Inc.
 11,205 $3,695,521
7 SIGI
Selective Insurance Group Inc
 30,999 $3,007,212
8 AFG
American Financial Group Inc
 19,823 $2,774,030

All Filings in TRV

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,885,709 17,829
2026-03-31 $5,326,660 18,262
2025-12-31 $5,182,792 17,868
2025-09-30 $5,046,343 18,073
2025-06-30 $4,458,554 16,665
2025-03-31 $5,104,871 19,303
2024-12-31 $4,972,451 20,642
2024-09-30 $8,200,520 35,027
2024-06-30 $7,086,601 34,851
2024-03-31 $7,205,452 31,309
2023-12-31 $5,129,324 26,927
2023-09-30 $4,256,348 26,063
2023-06-30 $4,654,435 26,802
2023-03-31 $484,918 2,829
2022-09-30 $516,743 3,373
2022-06-30 $663,158 3,921
2022-03-31 $763,994 4,181
2021-12-31 $725,365 4,637
2021-09-30 $813,861 5,354
2021-06-30 $788,223 5,265
2020-09-30 $325,868 3,012
2020-06-30 $454,261 3,983
2020-03-31 $455,122 4,581