Stockman Wealth Management, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1389400
BILLINGS, MT
Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$615,673
+$72,565 QoQ
Shares Held
1,865
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#979
of 1,829 holders
Holding Since
Jun 2020
25 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, 2026Stockman Wealth Management, Inc. holds $1,102,816 across 2 Insurance - Property & Casualty names. TRV ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,865 | $615,673 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,230 | $487,143 |
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,673 | 1,865 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $543,108 | 1,862 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $540,091 | 1,862 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $521,024 | 1,866 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $498,159 | 1,862 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $492,424 | 1,862 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $448,537 | 1,862 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $435,931 | 1,862 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $380,042 | 1,869 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $430,131 | 1,869 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $354,692 | 1,862 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $324,496 | 1,987 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $345,062 | 1,987 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $345,905 | 2,018 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $375,354 | 2,002 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $309,770 | 2,022 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $341,980 | 2,022 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $346,638 | 1,897 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $291,272 | 1,862 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $283,042 | 1,862 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $278,760 | 1,862 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $280,044 | 1,862 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $284,529 | 2,027 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $201,449 | 1,862 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $212,361 | 1,862 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||