DONALDSON CAPITAL MANAGEMENT, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1487438
EVANSVILLE, IN
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$636,801
+$161,655 QoQ
Shares Held
1,929
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#967
of 1,829 holders
Holding Since
Mar 2020
26 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, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $12,700,482 across 4 Insurance - Property & Casualty names. TRV ranks #4 (5.0% of the industry book) .
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $636,801 | 1,929 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $475,146 | 1,629 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $482,659 | 1,664 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $515,719 | 1,847 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $490,935 | 1,835 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $479,730 | 1,814 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $436,733 | 1,813 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $432,653 | 1,848 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $375,568 | 1,847 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $424,608 | 1,845 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $340,596 | 1,788 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $291,834 | 1,787 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $315,887 | 1,819 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $429,896 | 2,508 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $472,099 | 2,518 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $534,208 | 3,487 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $420,626 | 2,487 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $457,373 | 2,503 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $401,086 | 2,564 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $392,185 | 2,580 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $386,251 | 2,580 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $388,032 | 2,580 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $361,873 | 2,578 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $278,589 | 2,575 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $293,222 | 2,571 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $255,130 | 2,568 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||