Stokes Family Office, LLC

Family Office

Position in TRV — Travelers Companies, Inc.

CIK 1802278 NEW ORLEANS, LA

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$565,825

-$22,493 QoQ

Shares Held

1,714

-15.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,010

of 1,829 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stokes Family Office, LLC holds $1,025,605 across 3 Insurance - Property & Casualty names. TRV ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	1,714	$565,825
2	CB	Chubb Ltd	716	$243,969
3	ALL	Allstate Corp	907	$215,811

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$565,825	1,714	-15.0%	Shares	Sole	2026-08-11
2026-03-31	$588,318	2,017	-25.4%	Shares	Sole	2026-05-12
2025-12-31	$783,742	2,702	+81.3%	Shares	Sole	2026-02-18
2025-09-30	$416,037	1,490	+80.2%	Shares	Sole	2025-11-14
2025-06-30	$221,255	827	-0.6%	Shares	Sole	2025-08-06
2025-03-31	$220,030	832	-10.4%	Shares	Sole	2025-05-13
2024-12-31	$223,786	929	-78.8%	Shares	Sole	2025-02-11
2023-09-30	$714,971	4,378	-3.6%	Shares	Other	2023-11-13
2023-06-30	$788,590	4,541	+21.9%	Shares	Other	2023-08-14
2023-03-31	$638,330	3,724	-7.4%	Shares	Other	2023-05-08
2022-12-31	$754,084	4,022	+3.8%	Shares	Other	2023-02-14
2022-09-30	$593,343	3,873	-4.4%	Shares	Other	2022-11-14
2022-06-30	$685,145	4,051	+0.7%	Shares	Other	2022-08-05
2022-03-31	$735,122	4,023	+10.4%	Shares	Other	2022-05-16
2021-12-31	$570,187	3,645	-2.2%	Shares	Other	2022-02-15
2021-09-30	$566,541	3,727	+27.9%	Shares	Other	2021-11-15
2021-06-30	$436,254	2,914	+15.7%	Shares	Other	2021-08-12
2021-03-31	$378,707	2,518	+75.5%	Shares	Other	2021-05-13
2020-12-31	$201,430	1,435	—	Shares	Other	2021-02-10
No filing history on record for this holder in this stock.