Tevis Investment Management

Position in TRV — Travelers Companies, Inc.

CIK 1940416 PLANO, TX

Position in TRV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,230,357

-$261,586 QoQ

Shares Held

3,727

-27.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#747

of 1,829 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Tevis Investment Management holds $4,971,721 across 2 Insurance - Property & Casualty names. TRV ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	L	Loews Corp	33,048	$3,741,364
2	TRV	Travelers Companies, Inc. This page	3,727	$1,230,357

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,230,357	3,727	-27.1%	Shares	Sole	2026-08-06
2026-03-31	$1,491,943	5,115	-22.6%	Shares	Sole	2026-05-04
2025-12-31	$1,915,846	6,605	0.0%	Shares	Sole	2026-02-02
2025-09-30	$1,844,248	6,605	+0.2%	Shares	Sole	2025-12-02
2025-06-30	$1,764,426	6,595	-1.2%	Shares	Sole	2025-08-01
2025-03-31	$1,765,270	6,675	0.0%	Shares	Sole	2025-04-25
2024-12-31	$1,607,940	6,675	-0.3%	Shares	Sole	2025-01-28
2024-09-30	$1,567,433	6,695	-0.5%	Shares	Sole	2024-10-28
2024-06-30	$1,368,478	6,730	-2.2%	Shares	Sole	2024-07-23
2024-03-31	$1,583,363	6,880	-5.1%	Shares	Sole	2024-04-16
2023-12-31	$1,380,671	7,248	-3.4%	Shares	Sole	2024-01-19
2023-09-30	$1,225,478	7,504	+0.5%	Shares	Sole	2023-10-16
2023-06-30	$1,296,371	7,465	+0.3%	Shares	Sole	2023-08-01
2023-03-31	$1,275,633	7,442	+1.3%	Shares	Sole	2023-05-02
2022-12-31	$1,377,489	7,347	0.0%	Shares	Sole	2023-01-31
2022-09-30	$1,125,560	7,347	+2.4%	Shares	Sole	2022-11-07
2022-06-30	$1,213,631	7,176	+7.5%	Shares	Sole	2022-08-08
2022-03-31	$1,219,864	6,676	-0.3%	Shares	Sole	2022-08-05
2021-12-31	$1,047,724	6,698	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.