HOWE & RUSLING INC

Position in TRV — Travelers Companies, Inc.

CIK 769963 ROCHESTER, NY

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$217,879

+$136,683 QoQ

Shares Held

660

+24.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,504

of 1,829 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $1,065,940 across 3 Insurance - Property & Casualty names. TRV ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	2,415	$527,556
2	ALL	Allstate Corp	1,347	$320,505
3	TRV	Travelers Companies, Inc. This page	660	$217,879

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,879	660	+24.5%	Shares	Sole	2026-08-10
2022-09-30	$81,196	530	+395.3%	Shares	Sole	2022-11-14
2022-06-30	$18,096	107	+791.7%	Shares	Sole	2022-08-15
2022-03-31	$2,192	12	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,877	12	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,824	12	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,796	12	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,804	12	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,684	12	0.0%	Shares	Sole	2021-02-08
2020-09-30	$1,298	12	+20.0%	Shares	Sole	2020-11-06
2020-06-30	$1,140	10	+11.1%	Shares	Sole	2020-07-15
2020-03-31	$894	9	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.