VALLEY WEALTH MANAGERS, INC.

Position in TRV — Travelers Companies, Inc.

CIK 924166 PARAMUS, NJ

Position in TRV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,674,431

+$765,749 QoQ

Shares Held

17,189

+2.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#390

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $55,004,987 across 4 Insurance - Property & Casualty names. TRV ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIZ	Assurant, Inc.	98,305	$26,397,840
2	PGR	Progressive Corp/Oh/	104,671	$22,865,379
3	TRV	Travelers Companies, Inc. This page	17,189	$5,674,431
4	ALL	Allstate Corp	283	$67,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,674,431	17,189	+2.1%	Shares	Defined	2026-08-04
2026-03-31	$4,908,682	16,829	+0.1%	Shares	Defined	2026-05-06
2025-12-31	$4,877,939	16,817	+0.8%	Shares	Defined	2026-02-04
2025-09-30	$4,659,901	16,689	+2.0%	Shares	Defined	2025-11-03
2025-06-30	$4,378,291	16,365	-0.7%	Shares	Defined	2025-08-06
2025-03-31	$4,358,565	16,481	-2.4%	Shares	Defined	2025-05-07
2024-12-31	$4,069,594	16,894	-12.4%	Shares	Defined	2025-01-31
2024-09-30	$4,515,472	19,287	-2.1%	Shares	Sole	2024-11-06
2024-06-30	$4,006,407	19,703	-7.5%	Shares	Defined	2024-08-08
2024-03-31	$4,899,909	21,291	-9.8%	Shares	Defined	2024-05-03
2023-12-31	$4,494,229	23,593	-3.1%	Shares	Defined	2024-02-07
2023-09-30	$3,976,761	24,351	-2.6%	Shares	Defined	2023-11-09
2023-06-30	$4,340,284	24,993	-5.4%	Shares	Defined	2023-07-28
2023-03-31	$4,528,480	26,419	-2.0%	Shares	Defined	2023-05-03
2022-12-31	$5,055,292	26,963	-0.6%	Shares	Defined	2023-02-01
2022-09-30	$4,157,540	27,138	+1.1%	Shares	Defined	2022-11-09
2022-06-30	$4,538,941	26,837	+2.3%	Shares	Defined	2022-11-16
2022-03-31	$4,795,565	26,244	+1.5%	Shares	Other	2022-05-02
2021-12-31	$4,045,279	25,860	-0.2%	Shares	Sole	2022-02-02
2021-09-30	$3,939,186	25,914	-0.3%	Shares	Sole	2021-11-01
2021-06-30	$3,890,363	25,986	+6.3%	Shares	Sole	2021-08-03
2021-03-31	$3,676,227	24,443	+6.0%	Shares	Sole	2021-04-22
2020-12-31	$3,236,510	23,057	-1.8%	Shares	Sole	2021-02-02
2020-09-30	$2,539,975	23,477	-6.2%	Shares	Sole	2020-11-03
2020-06-30	$2,855,469	25,037	+0.4%	Shares	Sole	2020-07-28
2020-03-31	$2,476,596	24,928	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.