LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

Position in TRV — Travelers Companies, Inc.

CIK 1089707 LONG BEACH, CA

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Position in TRV

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

Position Value

$939,521

+$66,815 QoQ

Shares Held

2,846

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#835

of 1,829 holders

Holding Since

Mar 2020

26 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, 2026

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds $3,449,752 across 2 Insurance - Property & Casualty names. TRV ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd	7,367	$2,510,231
2	TRV	Travelers Companies, Inc. This page	2,846	$939,521

All Filings in TRV

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$939,521	2,846	-4.9%	Shares	Sole	2026-07-10
2026-03-31	$872,706	2,992	-6.7%	Shares	Sole	2026-04-24
2025-12-31	$930,512	3,208	-4.4%	Shares	Sole	2026-01-26
2025-09-30	$936,783	3,355	0.0%	Shares	Sole	2025-10-24
2025-06-30	$897,596	3,355	-0.1%	Shares	Sole	2025-07-14
2025-03-31	$888,056	3,358	-0.5%	Shares	Sole	2025-04-02
2024-12-31	$813,003	3,375	-13.9%	Shares	Sole	2025-01-24
2024-09-30	$917,516	3,919	0.0%	Shares	Sole	2024-10-24
2024-06-30	$796,889	3,919	+0.6%	Shares	Sole	2024-08-02
2024-03-31	$896,625	3,896	-15.1%	Shares	Sole	2024-04-29
2023-12-31	$874,349	4,590	-4.7%	Shares	Sole	2024-01-19
2023-09-30	$786,664	4,817	+2.8%	Shares	Sole	2023-10-23
2023-06-30	$813,597	4,685	+5.2%	Shares	Sole	2023-08-07
2023-03-31	$763,288	4,453	-0.5%	Shares	Sole	2023-04-17
2022-12-31	$839,392	4,477	-10.2%	Shares	Sole	2023-01-13
2022-09-30	$764,008	4,987	0.0%	Shares	Sole	2022-11-14
2022-06-30	$843,451	4,987	+0.7%	Shares	Sole	2022-08-09
2022-03-31	$904,878	4,952	-2.9%	Shares	Sole	2022-05-24
2021-12-31	$798,105	5,102	+28.7%	Shares	Sole	2022-01-24
2021-09-30	$602,567	3,964	+76.3%	Shares	Sole	2021-10-22
2021-06-30	$336,697	2,249	+7.7%	Shares	Sole	2021-07-23
2021-03-31	$314,185	2,089	-25.5%	Shares	Sole	2021-04-19
2020-12-31	$393,597	2,804	-9.3%	Shares	Defined	2021-01-25
2020-09-30	$334,631	3,093	+34.5%	Shares	Defined	2021-01-13
2020-06-30	$262,315	2,300	0.0%	Shares	Defined	2020-07-14
2020-03-31	$228,505	2,300	—	Shares	Defined	2020-04-20
No filing history on record for this holder in this stock.