Pathstone Holdings, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in TRV

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$14,294,943

+$693,452 QoQ

Shares Held

49,009

+4.5% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 41.614805443898064.ToString("F0")% Shared 0.5080699463363871.ToString("F0")% None 57.87712460976555.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $138,902,100 across 22 Insurance - Property & Casualty names. TRV ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	102,156	$33,295,704
2	PGR	Progressive Corp/Oh/	159,360	$31,591,525
3	TRV	Travelers Companies, Inc. This page	49,009	$14,294,943
4	ALL	Allstate Corp	53,372	$11,066,148
5	MKL	Markel Group Inc.	3,969	$7,596,942
6	L	Loews Corp	64,063	$6,838,083
7	KNSL	Kinsale Capital Group, Inc.	13,695	$4,679,033
8	THG	Hanover Insurance Group, Inc.	25,904	$4,490,457

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,294,943	49,009	+4.5%	Shares	Sole	2026-05-11
2025-12-31	$13,601,491	46,892	-1.3%	Shares	Sole	2026-02-13
2025-09-30	$13,261,832	47,496	-3.8%	Shares	Other	2025-11-13
2025-06-30	$13,208,715	49,371	-0.7%	Shares	Other	2025-08-12
2025-03-31	$13,155,032	49,743	+34.5%	Shares	Sole	2025-05-15
2024-12-31	$8,910,279	36,989	-30.8%	Shares	Other	2025-02-14
2024-09-30	$12,510,435	53,436	-15.8%	Shares	Defined	2024-11-07
2024-06-30	$12,902,938	63,455	+0.8%	Shares	Defined	2024-08-14
2024-03-31	$14,481,098	62,923	+12.2%	Shares	Sole	2024-05-13
2023-12-31	$10,687,440	56,105	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.