MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1836506 OKLAHOMA CITY, OK

Position in TRV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$958,668

+$99,088 QoQ

Shares Held

2,904

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#826

of 1,829 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $5,226,324 across 3 Insurance - Property & Casualty names. TRV ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	7,933	$2,703,090
2	WRB	Berkley W R Corp	22,183	$1,564,566
3	TRV	Travelers Companies, Inc. This page	2,904	$958,668

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$958,668	2,904	-1.5%	Shares	Sole	2026-07-13
2026-03-31	$859,580	2,947	-7.2%	Shares	Sole	2026-04-24
2025-12-31	$921,230	3,176	-1.5%	Shares	Sole	2026-01-14
2025-09-30	$900,205	3,224	-1.2%	Shares	Sole	2025-10-09
2025-06-30	$873,250	3,264	-1.7%	Shares	Sole	2025-07-11
2025-03-31	$878,536	3,322	-0.7%	Shares	Sole	2025-04-09
2024-12-31	$806,017	3,346	-4.2%	Shares	Sole	2025-01-16
2024-09-30	$818,015	3,494	-2.0%	Shares	Sole	2024-10-16
2024-06-30	$724,907	3,565	-0.1%	Shares	Sole	2024-07-12
2024-03-31	$821,369	3,569	-5.5%	Shares	Sole	2024-04-26
2023-12-31	$719,290	3,776	-0.4%	Shares	Sole	2024-02-09
2023-09-30	$619,271	3,792	-2.5%	Shares	Sole	2023-10-31
2023-06-30	$675,711	3,891	-3.1%	Shares	Sole	2023-08-07
2023-03-31	$688,382	4,016	-2.1%	Shares	Sole	2023-05-05
2022-12-31	$769,458	4,104	-3.5%	Shares	Sole	2023-02-10
2022-09-30	$651,253	4,251	-6.3%	Shares	Sole	2022-11-01
2022-06-30	$767,681	4,539	-5.5%	Shares	Sole	2022-07-25
2022-03-31	$878,017	4,805	-1.5%	Shares	Sole	2022-04-14
2021-12-31	$763,378	4,880	-1.0%	Shares	Sole	2022-01-19
2021-09-30	$749,257	4,929	-0.2%	Shares	Sole	2021-11-03
2021-06-30	$739,417	4,939	-0.5%	Shares	Sole	2021-07-14
2021-03-31	$746,435	4,963	-2.9%	Shares	Sole	2021-04-29
2020-12-31	$717,711	5,113	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.