Nicholas Hoffman & Company, LLC.

Position in TRV — Travelers Companies, Inc.

CIK 1678953 ATLANTA, GA

Position in TRV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,113,758

+$156,294 QoQ

Shares Held

6,403

-4.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#606

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

Nicholas Hoffman & Company, LLC. holds $2,702,765 across 3 Insurance - Property & Casualty names. TRV ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	6,403	$2,113,758
2	MKL	Markel Group Inc.	156	$304,669
3	ALL	Allstate Corp	1,195	$284,338

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,113,758	6,403	-4.6%	Shares	Sole	2026-08-04
2026-03-31	$1,957,464	6,711	+0.6%	Shares	Sole	2026-04-29
2025-12-31	$1,935,860	6,674	-2.1%	Shares	Sole	2026-02-02
2025-09-30	$1,903,163	6,816	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$1,837,464	6,868	-0.4%	Shares	Sole	2025-08-06
2025-03-31	$1,823,451	6,895	+46.6%	Shares	Sole	2025-06-23
2024-12-31	$1,133,146	4,704	+0.0%	Shares	Sole	2025-06-23
2024-09-30	$1,100,832	4,702	-5.0%	Shares	Sole	2025-06-23
2024-06-30	$1,006,329	4,949	-2.5%	Shares	Sole	2024-08-02
2024-03-31	$1,167,960	5,075	-5.5%	Shares	Sole	2024-04-22
2023-12-31	$1,023,121	5,371	-6.0%	Shares	Sole	2024-02-01
2023-09-30	$933,316	5,715	+1.0%	Shares	Sole	2023-11-06
2023-06-30	$982,741	5,659	-9.6%	Shares	Sole	2023-08-09
2023-03-31	$1,073,369	6,262	-24.9%	Shares	Sole	2023-05-15
2022-12-31	$1,563,854	8,341	-2.5%	Shares	Sole	2023-02-13
2022-09-30	$1,310,932	8,557	+2.4%	Shares	Sole	2022-11-04
2022-06-30	$1,412,912	8,354	-0.8%	Shares	Sole	2022-08-09
2022-03-31	$1,539,500	8,425	-0.4%	Shares	Sole	2022-05-10
2021-12-31	$1,323,710	8,462	-1.4%	Shares	Sole	2022-02-10
2021-09-30	$1,304,245	8,580	-0.2%	Shares	Sole	2021-11-04
2021-06-30	$1,287,056	8,597	+1.7%	Shares	Sole	2021-08-10
2021-03-31	$1,271,481	8,454	+10.5%	Shares	Sole	2021-05-11
2020-12-31	$1,073,690	7,649	+0.1%	Shares	Sole	2021-02-11
2020-09-30	$827,112	7,645	-12.9%	Shares	Sole	2020-11-12
2020-06-30	$1,001,587	8,782	-3.8%	Shares	Sole	2020-08-12
2020-03-31	$906,866	9,128	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.