CALDWELL SUTTER CAPITAL, INC.

Position in TRV — Travelers Companies, Inc.

CIK 702007 SAUSALITO, CA

Position in TRV

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$342,140

-$23,915 QoQ

Shares Held

1,173

-7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

CALDWELL SUTTER CAPITAL, INC. holds $5,627,431 across 9 Insurance - Property & Casualty names. TRV ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DGICA	Donegal Group Inc	212,303	$3,647,365
2	NODK	NI Holdings, Inc.	44,469	$573,205
3	TRV	Travelers Companies, Inc. This page	1,173	$342,140
4	WRB	Berkley W R Corp	4,100	$271,748
5	KNSL	Kinsale Capital Group, Inc.	698	$238,478
6	L	Loews Corp	2,100	$224,154
7	ORI	Old Republic International Corp	5,500	$219,450
8	CB	Chubb Ltd	213	$69,423

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.