Fiduciary Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1645890 SAVANNAH, GA

Position in TRV

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

Position Value

$434,768

+$21,458 QoQ

Shares Held

1,317

-7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,116

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Group, LLC holds $6,228,924 across 5 Insurance - Property & Casualty names. TRV ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	1,825	$3,564,243
2	CB	Chubb Ltd	4,184	$1,425,656
3	TRV	Travelers Companies, Inc. This page	1,317	$434,768
4	ALL	Allstate Corp	1,711	$407,115
5	PGR	Progressive Corp/Oh/	1,818	$397,142

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,768	1,317	-7.1%	Shares	Sole	2026-08-10
2026-03-31	$413,310	1,417	-11.2%	Shares	Sole	2026-05-11
2025-12-31	$462,935	1,596	-2.3%	Shares	Sole	2026-02-12
2025-09-30	$455,966	1,633	0.0%	Shares	Sole	2025-11-12
2025-06-30	$436,892	1,633	0.0%	Shares	Sole	2025-08-13
2025-03-31	$431,863	1,633	0.0%	Shares	Sole	2025-04-28
2024-12-31	$393,373	1,633	0.0%	Shares	Sole	2025-02-11
2024-09-30	$382,317	1,633	0.0%	Shares	Sole	2024-11-13
2024-06-30	$332,054	1,633	-1.0%	Shares	Sole	2024-08-08
2024-03-31	$379,500	1,649	-3.9%	Shares	Sole	2024-05-13
2023-12-31	$326,880	1,716	0.0%	Shares	Sole	2024-02-05
2023-09-30	$280,239	1,716	0.0%	Shares	Sole	2023-11-13
2023-06-30	$298,000	1,716	-8.0%	Shares	Sole	2023-07-27
2023-03-31	$319,851	1,866	+0.9%	Shares	Sole	2023-05-15
2022-12-31	$346,856	1,850	+1.8%	Shares	Sole	2023-02-07
2022-09-30	$278,517	1,818	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$302,404	1,788	0.0%	Shares	Sole	2022-08-12
2022-03-31	$326,721	1,788	0.0%	Shares	Sole	2022-05-13
2021-12-31	$279,696	1,788	+6.6%	Shares	Sole	2022-02-14
2021-09-30	$255,072	1,678	-5.1%	Shares	Sole	2021-10-27
2021-06-30	$264,687	1,768	0.0%	Shares	Sole	2021-08-05
2021-03-31	$265,907	1,768	-7.8%	Shares	Sole	2021-05-03
2020-12-31	$269,229	1,918	-2.5%	Shares	Sole	2021-02-12
2020-09-30	$212,917	1,968	0.0%	Shares	Sole	2020-11-12
2020-06-30	$224,450	1,968	-9.2%	Shares	Sole	2020-08-14
2020-03-31	$215,390	2,168	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.