Convergence Investment Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in TRV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,619,832

+$759,206 QoQ

Shares Held

7,936

+24.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#549

of 1,829 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $7,605,700 across 5 Insurance - Property & Casualty names. TRV ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	7,936	$2,619,832
2	MCY	Mercury General Corp	16,098	$1,716,368
3	ALL	Allstate Corp	7,044	$1,676,049
4	ORI	Old Republic International Corp	33,245	$1,360,385
5	CB	Chubb Ltd	684	$233,066

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,619,832	7,936	+24.4%	Shares	Sole	2026-07-31
2026-03-31	$1,860,626	6,379	+43.7%	Shares	Sole	2026-05-07
2025-12-31	$1,287,576	4,439	-14.3%	Shares	Sole	2026-02-05
2025-09-30	$1,446,918	5,182	+11.4%	Shares	Sole	2025-11-04
2025-06-30	$1,244,596	4,652	+476.5%	Shares	Sole	2025-08-01
2025-03-31	$213,419	807	-10.9%	Shares	Sole	2025-05-06
2024-12-31	$218,246	906	-1.0%	Shares	Sole	2025-01-31
2024-09-30	$214,219	915	-5.9%	Shares	Sole	2024-10-29
2024-03-31	$223,696	972	-43.9%	Shares	Sole	2024-05-03
2022-12-31	$324,732	1,732	+16.8%	Shares	Sole	2023-02-03
2022-09-30	$227,195	1,483	+31.4%	Shares	Sole	2022-11-08
2022-03-31	$206,302	1,129	-46.8%	Shares	Sole	2022-04-26
2021-06-30	$317,534	2,121	-1.9%	Shares	Sole	2021-07-19
2021-03-31	$325,315	2,163	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.