American Trust

Position in TRV — Travelers Companies, Inc.

CIK 1905128 LEXINGTON, KY

Position in TRV

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

Position Value

$273,999

+$26,947 QoQ

Shares Held

830

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,365

of 1,829 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Financial Services · as of Jun 30, 2026

American Trust holds $3,186,834 across 4 Insurance - Property & Casualty names. TRV ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	25,709	$1,813,255
2	CB	Chubb Ltd	2,066	$703,968
3	PGR	Progressive Corp/Oh/	1,811	$395,612
4	TRV	Travelers Companies, Inc. This page	830	$273,999

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,999	830	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$247,052	847	-3.5%	Shares	Sole	2026-05-01
2025-12-31	$254,672	878	+10.2%	Shares	Sole	2026-02-17
2025-09-30	$222,538	797	-46.0%	Shares	Sole	2025-11-17
2023-06-30	$256,148	1,475	-8.9%	Shares	Defined	2023-08-14
2023-03-31	$277,512	1,619	-2.9%	Shares	Defined	2023-05-22
2022-12-31	$312,545	1,667	-2.1%	Shares	Defined	2023-02-16
2022-09-30	$260,746	1,702	-3.9%	Shares	Defined	2022-12-02
2022-06-30	$299,529	1,771	+2.5%	Shares	Defined	2022-10-03
2022-03-31	$315,757	1,728	-6.8%	Shares	Defined	2022-06-08
2021-12-31	$290,177	1,855	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.