LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in TRV — Travelers Companies, Inc.
CIK 932974
BOSTON, MA
Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$240,987
+$28,061 QoQ
Shares Held
730
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,440
of 1,828 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $5,425,584 across 6 Insurance - Property & Casualty names. TRV ranks #3 (4.4% of the industry book) .
All Filings in TRV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,987 | 730 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $212,926 | 730 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $203,042 | 700 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $195,454 | 700 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $187,278 | 700 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $185,122 | 700 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $168,623 | 700 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $163,884 | 700 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $142,338 | 700 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $161,098 | 700 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $133,343 | 700 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $114,317 | 700 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $125,903 | 725 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $119,987 | 700 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $158,054 | 843 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $129,147 | 843 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $142,576 | 843 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $127,911 | 700 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $109,501 | 700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $106,407 | 700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $104,797 | 700 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $103,733 | 739 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||