Monument Capital Management

Position in TRV — Travelers Companies, Inc.

CIK 1729428 ALEXANDRIA, VA

Position in TRV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$485,936

+$119,003 QoQ

Shares Held

1,472

+17.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#263

of 559 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Monument Capital Management holds $4,603,515 across 5 Insurance - Property & Casualty names. TRV ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCY	Mercury General Corp	26,478	$2,823,084
2	PGR	Progressive Corp/Oh/	3,055	$667,364
3	TRV	Travelers Companies, Inc. This page	1,472	$485,936
4	CB	Chubb Ltd	1,044	$355,732
5	WRB	Berkley W R Corp	3,848	$271,399

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$485,936	1,472	+17.0%	Shares	Sole	2026-07-22
2026-03-31	$366,933	1,258	-4.0%	Shares	Sole	2026-04-16
2025-12-31	$380,268	1,311	+4.2%	Shares	Sole	2026-01-26
2025-09-30	$351,258	1,258	-19.2%	Shares	Sole	2025-10-14
2025-06-30	$416,292	1,556	+7.3%	Shares	Sole	2025-07-24
2025-03-31	$383,467	1,450	-5.6%	Shares	Sole	2025-04-25
2024-12-31	$370,007	1,536	+17.3%	Shares	Sole	2025-01-31
2024-09-30	$306,697	1,310	+3.1%	Shares	Sole	2024-10-15
2024-06-30	$258,445	1,271	-6.7%	Shares	Sole	2024-07-22
2024-03-31	$313,680	1,363	+2.5%	Shares	Sole	2024-04-19
2023-12-31	$253,351	1,330	-15.3%	Shares	Sole	2024-02-01
2023-06-30	$272,646	1,570	+16.9%	Shares	Sole	2023-07-18
2023-03-31	$230,203	1,343	-11.5%	Shares	Sole	2023-04-21
2022-12-31	$284,609	1,518	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.