YOUSIF CAPITAL MANAGEMENT, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in TRV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,783,172
+$552,838 QoQ
Shares Held
26,606
-5.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#316
of 1,799 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $88,951,922 across 24 Insurance - Property & Casualty names. TRV ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
67,511 | $23,003,698 | |
| 2 | PGR |
Progressive Corp/Oh/
|
58,651 | $12,812,310 | |
| 3 | CINF |
Cincinnati Financial Corp
|
65,599 | $12,144,998 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
26,606 | $8,783,172 | |
| 5 | ALL |
Allstate Corp
|
29,557 | $7,032,792 | |
| 6 | L |
Loews Corp
|
28,171 | $3,189,238 | |
| 7 | WRB |
Berkley W R Corp
|
40,784 | $2,876,495 | |
| 8 | AFG |
American Financial Group Inc
|
20,216 | $2,829,027 |
All Filings in TRV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,783,172 | 26,606 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,230,334 | 28,217 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,620,293 | 29,719 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,270,496 | 29,620 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,741,869 | 32,675 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,881,360 | 33,583 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,259,395 | 34,287 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,191,390 | 34,988 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,941,647 | 39,056 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,379,167 | 36,409 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,854,664 | 41,234 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,026,086 | 43,023 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,719,881 | 44,454 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,670,940 | 44,752 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,990,332 | 47,951 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $7,578,804 | 49,470 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,535,991 | 50,470 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,718,048 | 47,710 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,364,567 | 47,079 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||