Whipplewood Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2052510 LITTLETON, CO

Position in TRV

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

Position Value

$7,262

-$18,989 QoQ

Shares Held

-75.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,777

of 1,829 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $54,038 across 6 Insurance - Property & Casualty names. TRV ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	650	$26,598
2	CB	Chubb Ltd	32	$10,903
3	TRV	Travelers Companies, Inc. This page	22	$7,262
4	WRB	Berkley W R Corp	68	$4,796
5	CINF	Cincinnati Financial Corp	13	$2,406
6	WTM	White Mountains Insurance Group Ltd	1	$2,073

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,262	22	-75.6%	Shares	Sole	2026-07-27
2026-03-31	$26,251	90	-10.9%	Shares	Sole	2026-04-30
2025-06-30	$27,021	101	+57.8%	Shares	Other	2025-07-31
2025-03-31	$16,925	64	-36.6%	Shares	Sole	2025-04-10
2024-12-31	$24,329	101	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.