WOODMONT INVESTMENT COUNSEL LLC
Position in TRV — Travelers Companies, Inc.
CIK 1133653
NASHVILLE, TN
Position in TRV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$461,507
+$59,281 QoQ
Shares Held
1,398
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,098
of 1,829 holders
Holding Since
Mar 2020
16 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, 2026WOODMONT INVESTMENT COUNSEL LLC holds $18,842,569 across 6 Insurance - Property & Casualty names. TRV ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
36,260 | $12,355,232 | |
| 2 | ORI |
Old Republic International Corp
|
117,014 | $4,788,212 | |
| 3 | PGR |
Progressive Corp/Oh/
|
3,293 | $719,355 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
1,398 | $461,507 | |
| 5 | ALL |
Allstate Corp
|
1,226 | $291,714 | |
| 6 | MKL |
Markel Group Inc.
|
116 | $226,549 |
All Filings in TRV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,507 | 1,398 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $402,226 | 1,379 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $405,213 | 1,397 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $390,070 | 1,397 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $371,077 | 1,387 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $366,806 | 1,387 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $336,282 | 1,396 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $356,096 | 1,521 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $309,280 | 1,521 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $350,042 | 1,521 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $290,687 | 1,526 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $262,602 | 1,608 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $279,245 | 1,608 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $272,713 | 1,591 | Shares | Sole | 2023-05-09 | |
| 2020-06-30 | $239,619 | 2,101 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $311,859 | 3,139 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||