Pinnacle Holdings, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1411784 TULSA, OK

Position in TRV

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$3,256,898

+$388,785 QoQ

Shares Held

11,166

+12.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,256,898	11,166	+12.9%	Shares	Sole	2026-05-08
2025-12-31	$2,868,113	9,888	+9.5%	Shares	Sole	2026-02-12
2025-09-30	$2,521,635	9,031	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$2,428,995	9,079	+9.2%	Shares	Sole	2025-08-07
2025-03-31	$2,198,191	8,312	-4.4%	Shares	Sole	2025-05-13
2024-12-31	$2,094,056	8,693	-5.6%	Shares	Sole	2025-02-13
2024-09-30	$2,156,479	9,211	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$1,884,351	9,267	-1.5%	Shares	Sole	2024-08-13
2024-03-31	$2,166,077	9,412	-7.7%	Shares	Sole	2024-05-09
2023-12-31	$1,942,426	10,197	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$1,674,580	10,254	-9.4%	Shares	Sole	2023-11-14
2023-06-30	$1,966,004	11,321	-0.6%	Shares	Sole	2023-08-11
2023-03-31	$1,952,702	11,392	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$2,141,698	11,423	-12.4%	Shares	Sole	2023-02-13
2022-09-30	$1,997,881	13,041	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$2,183,975	12,913	+1.1%	Shares	Sole	2022-08-11
2022-03-31	$2,333,827	12,772	+10.4%	Shares	Sole	2022-05-13
2021-12-31	$1,810,364	11,573	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$1,754,955	11,545	-2.4%	Shares	Sole	2021-11-12
2021-06-30	$1,770,171	11,824	-0.9%	Shares	Sole	2021-08-13
2021-03-31	$1,794,572	11,932	-0.2%	Shares	Sole	2021-05-12
2020-12-31	$1,678,825	11,960	-2.2%	Shares	Sole	2021-02-12
2020-09-30	$1,323,704	12,235	-39.7%	Shares	Sole	2020-11-13
2020-06-30	$2,313,390	20,284	+1.0%	Shares	Sole	2020-08-13
2020-03-31	$1,995,146	20,082	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.