Dynamic Advisor Solutions LLC

Position in TRV — Travelers Companies, Inc.

CIK 1599747 PHOENIX, AZ

Position in TRV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,618,248

+$160,140 QoQ

Shares Held

4,902

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#678

of 1,829 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $5,901,628 across 6 Insurance - Property & Casualty names. TRV ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,729	$1,952,099
2	TRV	Travelers Companies, Inc. This page	4,902	$1,618,248
3	ALL	Allstate Corp	4,930	$1,173,044
4	WRB	Berkley W R Corp	8,661	$610,860
5	PGR	Progressive Corp/Oh/	1,567	$342,311
6	MKL	Markel Group Inc.	105	$205,066

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,618,248	4,902	-1.9%	Shares	Sole	2026-07-07
2026-03-31	$1,458,108	4,999	+0.6%	Shares	Sole	2026-04-08
2025-12-31	$1,441,888	4,971	-10.5%	Shares	Sole	2026-01-09
2025-09-30	$1,550,508	5,553	+5.3%	Shares	Sole	2025-10-09
2025-06-30	$1,411,273	5,275	+0.8%	Shares	Sole	2025-07-09
2025-03-31	$1,383,654	5,232	-7.5%	Shares	Sole	2025-04-17
2024-09-30	$1,324,416	5,657	+3.3%	Shares	Sole	2024-10-07
2024-06-30	$1,113,693	5,477	-40.8%	Shares	Sole	2024-07-15
2024-03-31	$2,130,866	9,259	-32.8%	Shares	Sole	2024-04-12
2023-12-31	$2,623,999	13,775	+124.9%	Shares	Sole	2024-01-10
2023-09-30	$1,000,437	6,126	+6.4%	Shares	Sole	2023-10-11
2023-06-30	$999,413	5,755	+3.3%	Shares	Sole	2023-08-03
2023-03-31	$955,096	5,572	-9.6%	Shares	Sole	2023-04-11
2022-12-31	$1,155,688	6,164	+3.9%	Shares	Sole	2023-01-13
2022-09-30	$908,629	5,931	-37.0%	Shares	Sole	2022-10-20
2022-06-30	$1,593,204	9,420	+1.2%	Shares	Sole	2022-07-27
2022-03-31	$1,700,668	9,307	-0.2%	Shares	Sole	2022-04-11
2021-12-31	$1,458,396	9,323	+19.3%	Shares	Sole	2022-01-26
2021-09-30	$1,187,654	7,813	+29.9%	Shares	Sole	2021-10-28
2021-06-30	$900,206	6,013	-9.5%	Shares	Sole	2021-08-10
2021-03-31	$999,558	6,646	-10.9%	Shares	Sole	2021-04-27
2020-12-31	$1,047,300	7,461	+54.1%	Shares	Sole	2021-02-03
2020-09-30	$523,747	4,841	-46.3%	Shares	Sole	2020-10-27
2020-06-30	$1,027,362	9,008	+14.4%	Shares	Sole	2020-08-05
2020-03-31	$782,579	7,877	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.