Frank, Rimerman Advisors LLC

Position in TRV — Travelers Companies, Inc.

CIK 1977560 Palo Alto, CA

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,046,480

+$139,647 QoQ

Shares Held

3,170

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#793

of 1,829 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $10,574,749 across 8 Insurance - Property & Casualty names. TRV ranks #5 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	7,866	$2,680,260
2	PGR	Progressive Corp/Oh/	11,456	$2,502,563
3	AFG	American Financial Group Inc	15,112	$2,114,773
4	ALL	Allstate Corp	4,703	$1,119,031
5	TRV	Travelers Companies, Inc. This page	3,170	$1,046,480
6	SIGI	Selective Insurance Group Inc	4,545	$440,910
7	WTM	White Mountains Insurance Group Ltd	177	$366,990
8	L	Loews Corp	2,683	$303,742

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,046,480	3,170	+2.0%	Shares	Sole	2026-07-27
2026-03-31	$906,833	3,109	+2.5%	Shares	Sole	2026-04-29
2025-12-31	$879,751	3,033	-0.4%	Shares	Sole	2026-01-15
2025-09-30	$849,945	3,044	-0.8%	Shares	Sole	2025-11-04
2025-06-30	$820,812	3,068	-8.9%	Shares	Sole	2025-08-11
2025-03-31	$890,701	3,368	+13.3%	Shares	Sole	2025-05-12
2024-12-31	$716,165	2,973	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$695,804	2,972	-5.1%	Shares	Sole	2024-10-24
2024-06-30	$636,860	3,132	+34700.0%	Shares	Sole	2024-08-13
2024-03-31	$2,071	9	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,714	9	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.