Position in TRV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$255,182
+$29,714 QoQ
Shares Held
773
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,402
of 1,829 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Exchange Bank holds $255,182 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
|
773 | $255,182 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,182 | 773 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $225,468 | 773 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $224,216 | 773 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $215,837 | 773 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $211,356 | 790 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $204,427 | 773 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $286,328 | 1,223 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||