Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$308,001
+$35,864 QoQ
Shares Held
933
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,299
of 1,829 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PENN DAVIS MCFARLAND INC holds $308,001 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
|
933 | $308,001 |
All Filings in TRV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,001 | 933 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $272,137 | 933 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $270,625 | 933 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $260,512 | 933 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $249,614 | 933 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $246,741 | 933 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $224,750 | 933 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $218,433 | 933 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $214,720 | 933 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $256,018 | 1,344 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||