D.A. DAVIDSON & CO.

Position in TRV — Travelers Companies, Inc.

CIK 1080107 GREAT FALLS, MT

Position in TRV

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,517,660

+$47,963 QoQ

Shares Held

12,060

+0.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

D.A. DAVIDSON & CO. holds $145,452,668 across 13 Insurance - Property & Casualty names. TRV ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	363,955	$118,623,853
2	PGR	Progressive Corp/Oh/	54,582	$10,820,335
3	ALL	Allstate Corp	17,693	$3,668,466
4	TRV	Travelers Companies, Inc. This page	12,060	$3,517,660
5	MKL	Markel Group Inc.	1,762	$3,372,591
6	WRB	Berkley W R Corp	21,114	$1,399,435
7	PRCH	Porch Group, Inc.	115,376	$827,245
8	AFG	American Financial Group Inc	5,320	$679,417

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,517,660	12,060	+0.8%	Shares	Sole	2026-05-05
2025-12-31	$3,469,697	11,962	-1.6%	Shares	Sole	2026-01-29
2025-09-30	$3,395,035	12,159	+0.5%	Shares	Sole	2025-10-22
2025-06-30	$3,238,036	12,103	-0.0%	Shares	Sole	2025-07-30
2025-03-31	$3,201,552	12,106	+0.8%	Shares	Sole	2025-04-28
2024-12-31	$2,892,366	12,007	-1.3%	Shares	Sole	2025-01-31
2024-09-30	$2,847,367	12,162	-0.8%	Shares	Sole	2024-11-13
2024-06-30	$2,493,151	12,261	+0.7%	Shares	Sole	2024-08-01
2024-03-31	$2,803,335	12,181	+15.4%	Shares	Sole	2024-05-13
2023-12-31	$2,010,240	10,553	+1.6%	Shares	Sole	2024-02-09
2023-09-30	$1,696,627	10,389	-3.5%	Shares	Sole	2023-11-08
2023-06-30	$1,869,102	10,763	-0.3%	Shares	Sole	2023-08-11
2023-03-31	$1,849,685	10,791	-3.7%	Shares	Sole	2023-04-25
2022-12-31	$2,100,637	11,204	+1.0%	Shares	Sole	2023-02-03
2022-09-30	$1,699,600	11,094	+0.4%	Shares	Sole	2022-11-07
2022-06-30	$1,869,055	11,051	+2.9%	Shares	Sole	2022-07-28
2022-03-31	$1,962,702	10,741	+1.8%	Shares	Sole	2022-05-12
2021-12-31	$1,650,023	10,548	-4.3%	Shares	Sole	2022-01-31
2021-09-30	$1,675,150	11,020	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$1,643,666	10,979	+1.4%	Shares	Sole	2021-08-10
2021-03-31	$1,629,132	10,832	+8.9%	Shares	Sole	2021-05-07
2020-12-31	$1,396,821	9,951	+1.4%	Shares	Sole	2021-02-10
2020-09-30	$1,061,235	9,809	-4.6%	Shares	Sole	2020-11-02
2020-06-30	$1,172,662	10,282	-4.9%	Shares	Sole	2020-08-10
2020-03-31	$1,074,072	10,811	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.