PYA Waltman Capital, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1800135 KNOXVILLE, TN

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,508,251

+$716,753 QoQ

Shares Held

7,598

+23.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#569

of 1,837 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $30,144,433 across 3 Insurance - Property & Casualty names. TRV ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	11,797	$23,039,658
2	ALL	Allstate Corp	19,318	$4,596,524
3	TRV	Travelers Companies, Inc. This page	7,598	$2,508,251

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,508,251	7,598	+23.7%	Shares	Sole	2026-08-14
2026-03-31	$1,791,498	6,142	-2.4%	Shares	Sole	2026-05-13
2025-12-31	$1,826,217	6,296	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$1,768,300	6,333	+3.2%	Shares	Sole	2025-11-14
2025-06-30	$1,641,625	6,136	+10.3%	Shares	Sole	2025-08-14
2025-03-31	$1,471,719	5,565	+1.2%	Shares	Sole	2025-05-01
2024-12-31	$1,324,413	5,498	+0.6%	Shares	Sole	2025-02-03
2024-09-30	$1,279,231	5,464	+4.4%	Shares	Sole	2024-11-15
2024-06-30	$1,064,484	5,235	+9.2%	Shares	Sole	2024-08-12
2024-03-31	$1,103,521	4,795	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$899,112	4,720	+6.4%	Shares	Sole	2024-02-05
2023-09-30	$724,769	4,438	+40.3%	Shares	Sole	2023-11-13
2023-06-30	$549,460	3,164	+31.6%	Shares	Sole	2023-08-15
2023-03-31	$412,241	2,405	+40.4%	Shares	Sole	2023-05-09
2022-12-31	$321,170	1,713	+18.5%	Shares	Sole	2023-02-14
2022-09-30	$221,527	1,446	+137.4%	Shares	Sole	2022-11-04
2022-06-30	$103,000	609	+11.1%	Shares	Sole	2022-08-12
2022-03-31	$100,136	548	+828.8%	Shares	Sole	2022-05-09
2021-12-31	$9,229	59	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.