Mendel Money Management

Position in TRV — Travelers Companies, Inc.

CIK 1600585 NORTHBROOK, IL

Position in TRV

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

Position Value

$739,468

+$19,019 QoQ

Shares Held

2,240

-9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#913

of 1,829 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mendel Money Management holds $2,004,724 across 3 Insurance - Property & Casualty names. TRV ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	4,619	$1,009,020
2	TRV	Travelers Companies, Inc. This page	2,240	$739,468
3	CB	Chubb Ltd	752	$256,236

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,468	2,240	-9.3%	Shares	Sole	2026-07-30
2026-03-31	$720,449	2,470	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$719,928	2,482	-9.5%	Shares	Sole	2026-01-29
2025-09-30	$765,621	2,742	0.0%	Shares	Sole	2025-11-10
2025-06-30	$733,594	2,742	-0.7%	Shares	Sole	2025-08-01
2025-03-31	$730,438	2,762	0.0%	Shares	Sole	2025-05-06
2024-12-31	$665,338	2,762	-1.9%	Shares	Sole	2025-02-12
2024-09-30	$659,047	2,815	-1.7%	Shares	Sole	2024-11-07
2024-06-30	$582,569	2,865	0.0%	Shares	Sole	2024-08-13
2024-03-31	$659,351	2,865	-0.9%	Shares	Sole	2024-05-02
2023-12-31	$550,516	2,890	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$476,048	2,915	+16.3%	Shares	Sole	2023-11-14
2023-06-30	$435,365	2,507	+5.0%	Shares	Sole	2023-08-14
2023-03-31	$409,155	2,387	-1.9%	Shares	Sole	2023-05-10
2022-12-31	$455,975	2,432	0.0%	Shares	Sole	2023-02-13
2022-09-30	$372,582	2,432	+7.1%	Shares	Sole	2022-11-14
2022-06-30	$383,925	2,270	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$419,365	2,295	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.