EQUITABLE TRUST CO

Bank

Position in TRV — Travelers Companies, Inc.

CIK 33250 NASHVILLE, TN

Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,442,954

+$172,980 QoQ

Shares Held

4,371

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#705

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

EQUITABLE TRUST CO holds $6,926,752 across 6 Insurance - Property & Casualty names. TRV ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	8,693	$2,962,052
2	TRV	Travelers Companies, Inc. This page	4,371	$1,442,954
3	L	Loews Corp	12,503	$1,415,464
4	WTM	White Mountains Insurance Group Ltd	242	$501,760
5	MKL	Markel Group Inc.	157	$306,622
6	ALL	Allstate Corp	1,252	$297,900

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,442,954	4,371	+0.4%	Shares	Sole	2026-07-23
2026-03-31	$1,269,974	4,354	+1.6%	Shares	Sole	2026-04-30
2025-12-31	$1,242,906	4,285	0.0%	Shares	Sole	2026-02-02
2025-09-30	$1,196,456	4,285	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,146,408	4,285	-1.7%	Shares	Sole	2025-07-23
2025-03-31	$1,152,516	4,358	-0.0%	Shares	Sole	2025-04-25
2024-12-31	$1,050,279	4,360	-0.0%	Shares	Sole	2025-01-28
2024-09-30	$1,021,230	4,362	+12.1%	Shares	Sole	2024-10-29
2024-06-30	$791,195	3,891	0.0%	Shares	Sole	2024-07-31
2024-03-31	$895,474	3,891	+21.9%	Shares	Sole	2024-04-24
2023-12-31	$608,043	3,192	0.0%	Shares	Sole	2024-01-25
2023-09-30	$521,285	3,192	+8.5%	Shares	Sole	2023-11-06
2023-06-30	$510,906	2,942	0.0%	Shares	Sole	2023-08-08
2023-03-31	$504,287	2,942	0.0%	Shares	Sole	2023-05-02
2022-12-31	$551,595	2,942	0.0%	Shares	Sole	2023-02-17
2022-09-30	$450,713	2,942	0.0%	Shares	Sole	2022-10-31
2022-06-30	$497,579	2,942	0.0%	Shares	Sole	2022-07-15
2022-03-31	$537,591	2,942	0.0%	Shares	Sole	2022-05-06
2021-12-31	$460,216	2,942	0.0%	Shares	Sole	2022-01-31
2021-09-30	$447,212	2,942	-4.1%	Shares	Sole	2021-10-26
2021-06-30	$459,160	3,067	0.0%	Shares	Sole	2021-08-03
2021-03-31	$461,276	3,067	0.0%	Shares	Sole	2021-05-14
2020-12-31	$430,514	3,067	0.0%	Shares	Sole	2021-02-12
2020-09-30	$331,818	3,067	0.0%	Shares	Sole	2020-11-13
2020-06-30	$349,790	3,067	-72.4%	Shares	Sole	2020-08-18
2020-03-31	$1,102,486	11,097	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.