Claro Advisors Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1764386 BOSTON, MA

Position in TRV

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

Position Value

$2,376,864

+$294,561 QoQ

Shares Held

7,200

+0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#576

of 1,829 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Claro Advisors Inc. holds $9,555,939 across 15 Insurance - Property & Casualty names. TRV ranks #1 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	7,200	$2,376,864
2	CB	Chubb Ltd	5,130	$1,747,996
3	THG	Hanover Insurance Group, Inc.	6,240	$1,336,108
4	ALL	Allstate Corp	2,429	$577,956
5	WRB	Berkley W R Corp	6,289	$443,563
6	PGR	Progressive Corp/Oh/	1,990	$434,715
7	MCY	Mercury General Corp	3,536	$377,008
8	CINF	Cincinnati Financial Corp	1,884	$348,803

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,376,864	7,200	+0.9%	Shares	Sole	2026-07-30
2026-03-31	$2,082,303	7,139	+18.5%	Shares	Sole	2026-04-21
2025-12-31	$1,748,191	6,027	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$1,681,462	6,022	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$1,634,401	6,109	-3.6%	Shares	Sole	2025-08-05
2025-03-31	$1,675,089	6,334	+1.9%	Shares	Sole	2025-05-12
2024-12-31	$1,497,613	6,217	-3.5%	Shares	Sole	2025-01-13
2024-09-30	$1,507,732	6,440	+19.1%	Shares	Sole	2024-11-07
2024-06-30	$1,099,052	5,405	-2.0%	Shares	Sole	2024-07-31
2024-03-31	$1,268,991	5,514	+3.4%	Shares	Sole	2024-04-18
2023-12-31	$1,016,264	5,335	-0.6%	Shares	Sole	2024-01-22
2023-09-30	$876,321	5,366	+0.9%	Shares	Sole	2023-10-10
2023-06-30	$923,523	5,318	+266.0%	Shares	Sole	2023-08-08
2023-03-31	$249,058	1,453	-12.0%	Shares	Sole	2023-04-17
2022-12-31	$309,733	1,652	—	Shares	Sole	2023-03-13
No filing history on record for this holder in this stock.