CALDWELL SUTTER CAPITAL, INC.

Position in TRV — Travelers Companies, Inc.

CIK 702007 SAUSALITO, CA

Position in TRV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$385,580

+$43,440 QoQ

Shares Held

1,168

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,196

of 1,841 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $6,383,214 across 9 Insurance - Property & Casualty names. TRV ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DGICA	Donegal Group Inc	226,439	$4,270,639
2	NODK	NI Holdings, Inc.	44,469	$698,607
3	TRV	Travelers Companies, Inc. This page	1,168	$385,580
4	WRB	Berkley W R Corp	3,950	$278,593
5	L	Loews Corp	2,100	$237,741
6	KNSL	Kinsale Capital Group, Inc.	698	$230,207
7	ORI	Old Republic International Corp	5,500	$225,060
8	ALL	Allstate Corp	200	$47,588

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,580	1,168	-0.4%	Shares	Sole	2026-08-05
2026-03-31	$342,140	1,173	-7.1%	Shares	Sole	2026-05-06
2025-12-31	$366,055	1,262	+0.5%	Shares	Sole	2026-01-30
2025-09-30	$350,700	1,256	+0.4%	Shares	Sole	2025-10-29
2025-06-30	$334,692	1,251	-0.2%	Shares	Sole	2025-07-11
2025-03-31	$331,368	1,253	+0.3%	Shares	Sole	2025-04-16
2024-12-31	$300,871	1,249	+0.4%	Shares	Sole	2025-01-21
2024-09-30	$291,245	1,244	-1.9%	Shares	Sole	2024-10-25
2024-06-30	$257,835	1,268	-0.2%	Shares	Sole	2024-07-23
2024-03-31	$292,277	1,270	-0.1%	Shares	Sole	2024-04-19
2023-12-31	$242,112	1,271	-0.2%	Shares	Sole	2024-01-19
2023-09-30	$208,056	1,274	+2.6%	Shares	Sole	2023-10-25
2023-06-30	$215,685	1,242	+45.3%	Shares	Sole	2023-07-19
2023-03-31	$146,555	855	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.