ROTHSCHILD INVESTMENT LLC

Position in TRV — Travelers Companies, Inc.

CIK 85338 CHICAGO, IL

Position in TRV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,090,516

+$2,729,829 QoQ

Shares Held

12,391

+165.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#456

of 1,842 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $22,319,317 across 42 Insurance - Property & Casualty names. TRV ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	24,636	$5,861,889
2	CB	Chubb Ltd	12,781	$4,354,997
3	TRV	Travelers Companies, Inc. This page	12,391	$4,090,516
4	ORI	Old Republic International Corp	62,433	$2,554,758
5	WRB	Berkley W R Corp	31,028	$2,188,404
6	AFG	American Financial Group Inc	5,782	$809,133
7	MKL	Markel Group Inc.	403	$787,063
8	THG	Hanover Insurance Group, Inc.	2,833	$606,601

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,090,516	12,391	+165.6%	Shares	Sole	2026-08-06
2026-03-31	$1,360,687	4,665	+13.9%	Shares	Sole	2026-05-07
2025-12-31	$1,188,085	4,096	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$1,150,107	4,119	+11.8%	Shares	Sole	2025-11-07
2025-06-30	$985,884	3,685	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$967,659	3,659	+0.7%	Shares	Sole	2025-04-08
2024-12-31	$875,394	3,634	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$845,875	3,613	+0.3%	Shares	Sole	2024-10-18
2024-06-30	$732,430	3,602	+143.4%	Shares	Sole	2024-07-31
2024-03-31	$340,607	1,480	-16.9%	Shares	Sole	2024-07-31
2023-12-31	$339,262	1,781	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.