Dakota Wealth Management

Position in TRV — Travelers Companies, Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in TRV

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

Position Value

$2,262,312

+$245,054 QoQ

Shares Held

6,853

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#590

of 1,829 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dakota Wealth Management holds $36,043,251 across 6 Insurance - Property & Casualty names. TRV ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	57,257	$13,623,730
2	PGR	Progressive Corp/Oh/	43,830	$9,574,663
3	CB	Chubb Ltd	27,932	$9,517,549
4	TRV	Travelers Companies, Inc. This page	6,853	$2,262,312
5	ORI	Old Republic International Corp	15,574	$637,288
6	MKL	Markel Group Inc.	219	$427,709

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,262,312	6,853	-0.9%	Shares	Sole	2026-08-07
2026-03-31	$2,017,258	6,916	-0.3%	Shares	Sole	2026-05-07
2025-12-31	$2,012,726	6,939	+8.5%	Shares	Defined	2026-01-13
2025-09-30	$1,785,891	6,396	-12.3%	Shares	Sole	2025-11-10
2025-06-30	$1,950,901	7,292	-8.1%	Shares	Defined	2025-07-16
2025-03-31	$2,099,019	7,937	-0.2%	Shares	Defined	2025-05-02
2024-12-31	$1,915,316	7,951	-2.3%	Shares	Sole	2025-01-17
2024-09-30	$1,905,736	8,140	-2.4%	Shares	Defined	2024-10-23
2024-06-30	$1,695,042	8,336	+1.9%	Shares	Defined	2024-07-22
2024-03-31	$1,883,235	8,183	-11.5%	Shares	Sole	2024-04-24
2023-12-31	$1,760,699	9,243	+8.0%	Shares	Defined	2024-01-30
2023-09-30	$1,397,932	8,560	+17.7%	Shares	Other	2023-10-24
2023-06-30	$1,262,681	7,271	+34.6%	Shares	Sole	2023-07-31
2023-03-31	$925,613	5,400	+0.7%	Shares	Sole	2023-04-14
2022-12-31	$1,005,883	5,365	-1.6%	Shares	Sole	2023-02-08
2022-09-30	$834,939	5,450	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.