Beaumont Financial Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1957394
NEEDHAM, MA
Position in TRV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$434,437
+$60,504 QoQ
Shares Held
1,316
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,117
of 1,829 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $2,025,155 across 3 Insurance - Property & Casualty names. TRV ranks #2 (21.5% of the industry book) .
All Filings in TRV
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,437 | 1,316 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $373,933 | 1,282 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $391,581 | 1,350 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,373,203 | 4,918 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,314,691 | 4,914 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,270,201 | 4,803 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,144,709 | 4,752 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,108,558 | 4,735 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $963,018 | 4,736 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,084,879 | 4,714 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $753,959 | 3,958 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $642,298 | 3,933 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $683,004 | 3,933 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $673,127 | 3,927 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $729,336 | 3,890 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||