Goelzer Investment Management, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1550057 CARMEL, IN

Position in TRV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$12,104,840

+$1,006,125 QoQ

Shares Held

36,668

-3.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#275

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $19,523,789 across 5 Insurance - Property & Casualty names. TRV ranks #1 (62.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	36,668	$12,104,840
2	THG	Hanover Insurance Group, Inc.	22,529	$4,823,909
3	PGR	Progressive Corp/Oh/	4,975	$1,086,788
4	ALL	Allstate Corp	3,300	$785,202
5	CB	Chubb Ltd	2,122	$723,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,104,840	36,668	-3.6%	Shares	Sole	2026-07-15
2026-03-31	$11,098,715	38,051	-0.2%	Shares	Sole	2026-04-09
2025-12-31	$11,062,598	38,139	+0.6%	Shares	Sole	2026-01-14
2025-09-30	$10,583,554	37,904	-0.7%	Shares	Sole	2025-10-14
2025-06-30	$10,216,282	38,186	-0.7%	Shares	Sole	2025-07-09
2025-03-31	$10,168,487	38,450	-0.7%	Shares	Sole	2025-04-29
2024-12-31	$9,324,611	38,709	-2.2%	Shares	Sole	2025-01-21
2024-09-30	$9,271,152	39,600	-0.6%	Shares	Sole	2024-10-04
2024-06-30	$8,099,438	39,832	-0.9%	Shares	Sole	2024-08-09
2024-03-31	$9,251,858	40,201	-1.9%	Shares	Sole	2024-05-02
2023-12-31	$7,806,851	40,983	-3.7%	Shares	Sole	2024-02-08
2023-09-30	$6,952,106	42,570	-1.7%	Shares	Sole	2023-11-13
2023-06-30	$7,520,519	43,306	-0.5%	Shares	Sole	2023-07-27
2023-03-31	$7,461,991	43,533	+11.2%	Shares	Sole	2023-04-28
2022-12-31	$7,339,483	39,146	-0.1%	Shares	Sole	2023-01-20
2022-09-30	$6,000,997	39,171	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$6,527,572	38,595	+4.2%	Shares	Sole	2022-08-01
2022-03-31	$6,768,867	37,043	+0.9%	Shares	Sole	2022-05-10
2021-12-31	$5,741,137	36,701	+1.2%	Shares	Sole	2022-02-11
2021-09-30	$5,511,578	36,258	-2.3%	Shares	Sole	2021-10-29
2021-06-30	$5,556,636	37,116	+0.9%	Shares	Sole	2021-08-12
2021-03-31	$5,533,366	36,791	-4.8%	Shares	Sole	2021-05-06
2020-12-31	$5,424,037	38,641	-10.6%	Shares	Sole	2021-02-12
2020-09-30	$4,678,784	43,246	-1.6%	Shares	Sole	2020-10-27
2020-06-30	$5,010,444	43,932	-0.1%	Shares	Sole	2020-08-12
2020-03-31	$4,370,704	43,993	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.