SCHMIDT P J INVESTMENT MANAGEMENT INC
Position in TRV — Travelers Companies, Inc.
CIK 1008895
CEDARBURG, WI
Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$647,035
+$70,092 QoQ
Shares Held
1,960
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#962
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $1,457,220 across 2 Insurance - Property & Casualty names. TRV ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,405 | $810,185 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,960 | $647,035 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,035 | 1,960 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $576,943 | 1,978 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $573,738 | 1,978 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $552,297 | 1,978 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $524,378 | 1,960 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $415,202 | 1,570 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $386,628 | 1,605 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $375,762 | 1,605 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $326,360 | 1,605 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $369,374 | 1,605 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $305,736 | 1,605 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $252,150 | 1,544 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $290,706 | 1,674 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $286,254 | 1,670 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $309,358 | 1,650 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $252,780 | 1,650 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $279,064 | 1,650 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $301,504 | 1,650 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $806,396 | 5,155 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $988,977 | 6,506 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $987,487 | 6,596 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,007,078 | 6,696 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,008,558 | 7,185 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $818,349 | 7,564 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,140,956 | 10,004 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,086,590 | 10,937 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||