Waterloo Capital, L.P.

Position in TRV — Travelers Companies, Inc.

CIK 1730942 Austin, TX

Position in TRV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$304,370

+$47,692 QoQ

Shares Held

922

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,307

of 1,829 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $7,532,996 across 6 Insurance - Property & Casualty names. TRV ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	11,949	$2,610,259
2	CINF	Cincinnati Financial Corp	12,702	$2,351,648
3	ALL	Allstate Corp	4,697	$1,117,604
4	CB	Chubb Ltd	2,719	$926,472
5	TRV	Travelers Companies, Inc. This page	922	$304,370
6	MKL	Markel Group Inc.	114	$222,643

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,370	922	+4.8%	Shares	Sole	2026-07-29
2026-03-31	$256,678	880	-3.6%	Shares	Sole	2026-05-12
2025-12-31	$264,824	913	+24.6%	Shares	Sole	2026-02-10
2025-09-30	$204,668	733	-24.7%	Shares	Sole	2025-11-05
2025-06-30	$260,316	973	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.