Wedmont Private Capital

Position in TRV — Travelers Companies, Inc.

CIK 1904274 WEST CHESTER, PA

Position in TRV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,211,210

+$273,459 QoQ

Shares Held

3,669

+14.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#754

of 1,829 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $13,906,910 across 12 Insurance - Property & Casualty names. TRV ranks #5 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RLI	Rli Corp	59,916	$3,539,238
2	PGR	Progressive Corp/Oh/	13,293	$2,903,855
3	CB	Chubb Ltd	5,743	$1,956,869
4	ALL	Allstate Corp	7,063	$1,680,570
5	TRV	Travelers Companies, Inc. This page	3,669	$1,211,210
6	WRB	Berkley W R Corp	9,964	$702,760
7	CINF	Cincinnati Financial Corp	2,497	$462,294
8	L	Loews Corp	3,155	$357,177

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,211,210	3,669	+14.1%	Shares	Sole	2026-07-13
2026-03-31	$937,751	3,215	+1.5%	Shares	Sole	2026-04-09
2025-12-31	$918,620	3,167	+1.3%	Shares	Sole	2026-01-08
2025-09-30	$872,841	3,126	-1.4%	Shares	Sole	2025-10-08
2025-06-30	$848,101	3,170	+6.4%	Shares	Sole	2025-07-10
2025-03-31	$787,561	2,978	+13.0%	Shares	Sole	2025-04-14
2024-12-31	$634,986	2,636	+8.7%	Shares	Sole	2025-01-13
2024-09-30	$567,741	2,425	+15.1%	Shares	Sole	2024-10-08
2024-06-30	$428,234	2,106	-0.9%	Shares	Sole	2024-07-15
2024-03-31	$489,277	2,126	+13.8%	Shares	Sole	2024-04-10
2023-12-31	$355,835	1,868	+34.2%	Shares	Sole	2024-01-09
2023-09-30	$227,327	1,392	-8.8%	Shares	Sole	2023-10-10
2023-06-30	$265,178	1,527	+16.5%	Shares	Sole	2023-07-17
2023-03-31	$224,718	1,311	+14.1%	Shares	Sole	2023-04-11
2022-12-31	$215,426	1,149	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.