Davis Asset Management, L.P.

Position in TRV — Travelers Companies, Inc.

CIK 1945894 SAUSALITO, CA

Position in TRV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,065,507

New position

Shares Held

3,653

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Davis Asset Management, L.P. holds $397,847,566 across 5 Insurance - Property & Casualty names. TRV ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	494,556	$161,190,637
2	MKL	Markel Group Inc.	70,631	$135,192,671
3	PGR	Progressive Corp/Oh/	504,510	$100,014,062
4	TRV	Travelers Companies, Inc. This page	3,653	$1,065,507
5	WRB	Berkley W R Corp	5,804	$384,689

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,065,507	3,653	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.