D L CARLSON INVESTMENT GROUP INC
Position in TRV — Travelers Companies, Inc.
CIK 1021117
CONCORD, NH
Position in TRV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201,703
-$39,916 QoQ
Shares Held
611
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,542
of 1,829 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026D L CARLSON INVESTMENT GROUP INC holds $201,703 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
611 | $201,703 |
All Filings in TRV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,703 | 611 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $241,619 | 833 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $236,220 | 846 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $226,338 | 846 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $223,733 | 846 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $219,450 | 911 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $210,239 | 898 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $205,975 | 895 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $220,968 | 1,160 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $210,506 | 1,289 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $269,346 | 1,551 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $283,169 | 1,652 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $314,420 | 1,677 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $265,036 | 1,730 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $292,594 | 1,730 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $316,122 | 1,730 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $277,976 | 1,777 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $270,121 | 1,777 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $294,479 | 1,967 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $295,836 | 1,967 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $278,213 | 1,982 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $236,070 | 2,182 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $346,940 | 3,042 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $387,961 | 3,905 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||