West Family Investments, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1568303 CARLSBAD, CA

Position in TRV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$957,678

+$500,033 QoQ

Shares Held

2,901

+84.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#827

of 1,829 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $4,551,513 across 9 Insurance - Property & Casualty names. TRV ranks #1 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,901	$957,678
2	CB	Chubb Ltd	2,214	$754,398
3	MKL	Markel Group Inc.	373	$728,472
4	THG	Hanover Insurance Group, Inc.	2,510	$537,441
5	L	Loews Corp	3,624	$410,273
6	PGR	Progressive Corp/Oh/	1,511	$330,077
7	AFG	American Financial Group Inc	2,222	$310,946
8	WRB	Berkley W R Corp	4,331	$305,465

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$957,678	2,901	+84.9%	Shares	Sole	2026-08-10
2026-03-31	$457,645	1,569	-24.5%	Shares	Sole	2026-05-07
2025-12-31	$603,034	2,079	0.0%	Shares	Sole	2026-02-11
2025-09-30	$580,498	2,079	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$551,399	2,061	+30.4%	Shares	Sole	2025-08-13
2025-03-31	$417,846	1,580	0.0%	Shares	Sole	2025-05-02
2024-12-31	$380,606	1,580	-1.1%	Shares	Sole	2025-02-07
2024-09-30	$374,123	1,598	+21.1%	Shares	Sole	2024-11-08
2024-06-30	$268,408	1,320	-4.8%	Shares	Sole	2024-08-05
2024-03-31	$319,204	1,387	+8.5%	Shares	Sole	2024-05-13
2023-12-31	$243,446	1,278	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.