PINNACLE ASSOCIATES LTD

Position in TRV — Travelers Companies, Inc.

CIK 743127 NEW YORK, NY

Position in TRV

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$5,985,565

-$171,828 QoQ

Shares Held

20,521

-3.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94.89790945860338.ToString("F0")% Shared 0.ToString("F0")% None 5.102090541396618.ToString("F0")%

Financial Services · as of Mar 31, 2026

PINNACLE ASSOCIATES LTD holds $52,682,151 across 8 Insurance - Property & Casualty names. TRV ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	17,948	$34,353,726
2	TRV	Travelers Companies, Inc. This page	20,521	$5,985,565
3	CB	Chubb Ltd	16,312	$5,316,570
4	PGR	Progressive Corp/Oh/	14,127	$2,800,536
5	THG	Hanover Insurance Group, Inc.	10,456	$1,812,547
6	DGICA	Donegal Group Inc	90,595	$1,556,422
7	ALL	Allstate Corp	2,776	$575,575
8	WTM	White Mountains Insurance Group Ltd	128	$281,210

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,985,565	20,521	-3.3%	Shares	Sole	2026-04-22
2025-12-31	$6,157,393	21,228	+1.5%	Shares	Sole	2026-02-05
2025-09-30	$5,840,723	20,918	-0.0%	Shares	Sole	2025-11-13
2025-06-30	$5,597,739	20,923	+1.0%	Shares	Sole	2025-08-04
2025-03-31	$5,480,933	20,725	-0.4%	Shares	Sole	2025-05-06
2024-12-31	$5,013,161	20,811	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$4,818,423	20,581	-1.5%	Shares	Sole	2024-10-25
2024-06-30	$4,249,195	20,897	0.0%	Shares	Sole	2024-07-30
2024-03-31	$4,809,235	20,897	+1.5%	Shares	Sole	2024-04-26
2023-12-31	$3,920,474	20,581	+0.1%	Shares	Sole	2024-01-19
2023-09-30	$3,357,490	20,559	-0.9%	Shares	Sole	2023-10-24
2023-06-30	$3,603,792	20,752	+49.6%	Shares	Sole	2023-07-27
2023-03-31	$2,377,628	13,871	+6.7%	Shares	Sole	2023-05-05
2022-12-31	$2,437,932	13,003	+1.4%	Shares	Sole	2023-02-01
2022-09-30	$1,965,096	12,827	-1.0%	Shares	Sole	2022-11-01
2022-06-30	$2,192,093	12,961	+5.6%	Shares	Sole	2022-08-02
2022-03-31	$2,243,558	12,278	0.0%	Shares	Sole	2022-05-05
2021-12-31	$1,920,647	12,278	+2.5%	Shares	Sole	2022-02-02
2021-09-30	$1,820,775	11,978	-1.8%	Shares	Sole	2021-10-19
2021-06-30	$1,826,462	12,200	+0.1%	Shares	Sole	2021-08-02
2021-03-31	$1,832,473	12,184	-5.8%	Shares	Sole	2021-05-12
2020-12-31	$1,816,247	12,939	-2.1%	Shares	Sole	2021-01-26
2020-09-30	$1,429,622	13,214	-39.7%	Shares	Sole	2020-10-23
2020-06-30	$2,500,432	21,924	-8.1%	Shares	Sole	2020-08-14
2020-03-31	$2,369,696	23,852	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.