CRA Financial Services, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1765594 NORTHFIELD, NJ

Position in TRV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$351,907

+$40,393 QoQ

Shares Held

1,066

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,225

of 1,829 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Financial Services · as of Jun 30, 2026

CRA Financial Services, LLC holds $351,907 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TRV	Travelers Companies, Inc. This page	1,066	$351,907

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,907	1,066	-0.2%	Shares	Sole	2026-07-24
2026-03-31	$311,514	1,068	+3.7%	Shares	Sole	2026-04-09
2025-12-31	$298,761	1,030	-10.5%	Shares	Sole	2026-01-16
2025-09-30	$321,382	1,151	+1.7%	Shares	Sole	2025-10-16
2025-06-30	$302,855	1,132	-4.4%	Shares	Sole	2025-07-14
2025-03-31	$313,120	1,184	0.0%	Shares	Sole	2025-04-16
2024-12-31	$285,213	1,184	-2.5%	Shares	Sole	2025-01-31
2024-09-30	$284,221	1,214	-0.1%	Shares	Sole	2024-10-10
2024-06-30	$247,058	1,215	0.0%	Shares	Sole	2024-07-12
2024-03-31	$279,620	1,215	0.0%	Shares	Sole	2024-04-17
2023-12-31	$231,445	1,215	0.0%	Shares	Sole	2024-02-01
2023-06-30	$210,996	1,215	0.0%	Shares	Sole	2023-07-11
2023-03-31	$208,263	1,215	0.0%	Shares	Sole	2023-04-06
2022-12-31	$227,800	1,215	-0.7%	Shares	Sole	2023-01-24
2022-06-30	$207,015	1,224	-0.5%	Shares	Sole	2022-07-21
2022-03-31	$224,757	1,230	-44.1%	Shares	Sole	2022-04-15
2021-12-31	$344,146	2,200	—	Shares	Sole	2022-01-20
No filing history on record for this holder in this stock.