Skip to main content

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, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $12,700,482 across 4 Insurance - Property & Casualty names. TRV ranks #4 (5.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TRV
Travelers Companies, Inc.
This page
1,929 $636,801

All Filings in TRV

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $636,801 1,929
2026-03-31 $475,146 1,629
2025-12-31 $482,659 1,664
2025-09-30 $515,719 1,847
2025-06-30 $490,935 1,835
2025-03-31 $479,730 1,814
2024-12-31 $436,733 1,813
2024-09-30 $432,653 1,848
2024-06-30 $375,568 1,847
2024-03-31 $424,608 1,845
2023-12-31 $340,596 1,788
2023-09-30 $291,834 1,787
2023-06-30 $315,887 1,819
2023-03-31 $429,896 2,508
2022-12-31 $472,099 2,518
2022-09-30 $534,208 3,487
2022-06-30 $420,626 2,487
2022-03-31 $457,373 2,503
2021-12-31 $401,086 2,564
2021-09-30 $392,185 2,580
2021-06-30 $386,251 2,580
2021-03-31 $388,032 2,580
2020-12-31 $361,873 2,578
2020-09-30 $278,589 2,575
2020-06-30 $293,222 2,571
2020-03-31 $255,130 2,568