{
 "company": "Travelers Companies",
 "ticker": "TRV",
 "page": "https://www.moatshark.com/s/trv",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Semper Augustus",
   "moatshark_slug": "semper-augustus",
   "period": "2026-06-30",
   "portfolio_pct": 0.71,
   "value_usd": 6305292,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 53
  },
  {
   "manager": "Muhlenkamp & Company",
   "moatshark_slug": "muhlenkamp-company",
   "period": "2026-06-30",
   "portfolio_pct": 0.63,
   "value_usd": 2187705,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 6
  },
  {
   "manager": "Mairs & Power",
   "moatshark_slug": "mairs-power",
   "period": "2026-06-30",
   "portfolio_pct": 0.47,
   "value_usd": 51657838,
   "change": "ADD",
   "share_change_pct": 9.9,
   "quarters_held": 53
  },
  {
   "manager": "Dodge & Cox",
   "moatshark_slug": "dodge-cox",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 29750084,
   "change": "REDUCE",
   "share_change_pct": -2.9,
   "quarters_held": 53
  }
 ]
}