MCCARTER PRIVATE WEALTH SERVICES LLC
Position in TRV — Travelers Companies, Inc.
CIK 2036922
Boston, MA
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,984,745
+$187,606 QoQ
Shares Held
18,129
-8.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#376
of 1,829 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $5,984,745 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
|
18,129 | $5,984,745 |
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,984,745 | 18,129 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $5,797,139 | 19,875 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,612,660 | 19,350 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $5,233,420 | 18,743 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $4,966,077 | 18,562 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $5,171,250 | 19,554 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $5,167,812 | 21,453 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,083,447 | 21,713 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||