Texas Capital Bank Wealth Management Services Inc

Bank

Position in TRV — Travelers Companies, Inc.

CIK 1802655 Dallas, TX

Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$614,353

+$84,079 QoQ

Shares Held

1,861

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#980

of 1,829 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Texas Capital Bank Wealth Management Services Inc holds $3,808,810 across 5 Insurance - Property & Casualty names. TRV ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,464	$1,861,802
2	PGR	Progressive Corp/Oh/	2,928	$639,621
3	TRV	Travelers Companies, Inc. This page	1,861	$614,353
4	ORI	Old Republic International Corp	8,848	$362,060
5	ALL	Allstate Corp	1,391	$330,974

All Filings in TRV

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,353	1,861	+2.4%	Shares	Sole	2026-08-07
2026-03-31	$530,274	1,818	+0.2%	Shares	Sole	2026-05-11
2025-09-30	$506,784	1,815	-11.5%	Shares	Sole	2025-11-13
2025-06-30	$548,724	2,051	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$543,465	2,055	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.