Merit Financial Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1621225 ALPHARETTA, GA

Position in TRV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,758,873

+$1,152,493 QoQ

Shares Held

20,474

+6.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#356

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $42,425,698 across 19 Insurance - Property & Casualty names. TRV ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	51,386	$17,509,260
2	TRV	Travelers Companies, Inc. This page	20,474	$6,758,873
3	ALL	Allstate Corp	24,418	$5,810,014
4	PGR	Progressive Corp/Oh/	16,667	$3,640,901
5	CINF	Cincinnati Financial Corp	7,377	$1,365,772
6	ORI	Old Republic International Corp	24,501	$1,002,578
7	THG	Hanover Insurance Group, Inc.	4,083	$874,250
8	WRB	Berkley W R Corp	10,844	$764,822

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,758,873	20,474	+6.5%	Shares	Other	2026-07-20
2026-03-31	$5,606,380	19,221	+8.6%	Shares	Other	2026-04-15
2025-12-31	$5,133,189	17,697	+6.5%	Shares	Other	2026-01-26
2025-09-30	$4,638,121	16,611	+5.9%	Shares	Other	2025-11-07
2025-06-30	$4,197,167	15,688	+24.9%	Shares	Sole	2025-07-22
2025-03-31	$3,320,559	12,556	+149.4%	Shares	Sole	2025-04-09
2024-12-31	$1,212,640	5,034	+30.9%	Shares	Sole	2025-01-15
2024-09-30	$900,191	3,845	-18.9%	Shares	Sole	2024-10-17
2024-06-30	$964,238	4,742	+4.2%	Shares	Sole	2024-08-13
2024-03-31	$1,047,137	4,550	+13.8%	Shares	Sole	2024-05-06
2023-12-31	$761,579	3,998	-10.4%	Shares	Sole	2024-02-06
2023-09-30	$728,525	4,461	-13.7%	Shares	Sole	2023-11-07
2023-06-30	$898,169	5,172	+1.8%	Shares	Sole	2023-08-01
2023-03-31	$870,934	5,081	-0.3%	Shares	Sole	2023-04-24
2022-12-31	$955,261	5,095	+1.7%	Shares	Sole	2023-01-13
2022-09-30	$767,378	5,009	+9.7%	Shares	Sole	2022-10-31
2022-06-30	$772,247	4,566	+2.3%	Shares	Sole	2022-08-08
2022-03-31	$815,341	4,462	-7.6%	Shares	Sole	2022-05-13
2021-12-31	$755,244	4,828	+0.3%	Shares	Sole	2022-02-14
2021-09-30	$731,624	4,813	+1.2%	Shares	Sole	2021-10-27
2021-06-30	$711,871	4,755	+1.5%	Shares	Sole	2021-08-16
2021-03-31	$704,774	4,686	+5.1%	Shares	Sole	2021-05-18
2020-12-31	$625,629	4,457	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$482,094	4,456	-2.7%	Shares	Sole	2020-11-10
2020-06-30	$522,463	4,581	-0.1%	Shares	Sole	2020-08-13
2020-03-31	$455,420	4,584	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.