RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in TRV — Travelers Companies, Inc.

CIK 749044 WEST HARTFORD, CT

Position in TRV

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

Position Value

$2,140,167

+$249,206 QoQ

Shares Held

6,483

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#601

of 1,828 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $7,659,865 across 5 Insurance - Property & Casualty names. TRV ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	40,531	$2,858,651
2	TRV	Travelers Companies, Inc. This page	6,483	$2,140,167
3	CB	Chubb Ltd	6,205	$2,114,291
4	ALL	Allstate Corp	1,310	$311,701
5	SIGI	Selective Insurance Group Inc	2,423	$235,055

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,140,167	6,483	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,890,961	6,483	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,880,458	6,483	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$1,812,975	6,493	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$1,751,316	6,546	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,731,155	6,546	0.0%	Shares	Sole	2025-05-16
2024-12-31	$1,576,865	6,546	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,532,549	6,546	0.0%	Shares	Sole	2024-11-15
2024-06-30	$1,331,063	6,546	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,506,496	6,546	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$1,247,899	6,551	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$1,076,539	6,592	0.0%	Shares	Sole	2023-11-16
2023-06-30	$1,144,766	6,592	-0.8%	Shares	Sole	2023-08-16
2022-12-31	$1,245,308	6,642	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,017,554	6,642	0.0%	Shares	Sole	2022-11-15
2022-06-30	$1,123,361	6,642	0.0%	Shares	Sole	2022-08-10
2022-03-31	$1,213,692	6,642	-0.9%	Shares	Sole	2022-05-20
2021-12-31	$1,047,924	6,699	0.0%	Shares	Sole	2022-02-04
2021-09-30	$1,018,314	6,699	-0.7%	Shares	Sole	2021-11-12
2021-06-30	$1,010,392	6,749	-1.6%	Shares	Sole	2021-08-10
2021-03-31	$1,031,292	6,857	-1.2%	Shares	Sole	2021-05-13
2020-12-31	$973,746	6,937	-1.4%	Shares	Sole	2021-02-16
2020-09-30	$761,333	7,037	-3.7%	Shares	Sole	2020-11-12
2020-06-30	$833,477	7,308	-3.6%	Shares	Sole	2020-08-11
2020-03-31	$753,271	7,582	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.