Proficio Capital Partners LLC

Position in TRV — Travelers Companies, Inc.

CIK 1654175 NEWTON, MA

Position in TRV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$724,283

+$229,334 QoQ

Shares Held

2,194

+18.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#921

of 1,829 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $7,401,407 across 7 Insurance - Property & Casualty names. TRV ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCY	Mercury General Corp	31,801	$3,390,622
2	CB	Chubb Ltd	4,919	$1,676,100
3	TRV	Travelers Companies, Inc. This page	2,194	$724,283
4	PGR	Progressive Corp/Oh/	2,401	$524,498
5	ALL	Allstate Corp	2,014	$479,211
6	CNA	Cna Financial Corp	6,499	$315,916
7	ORI	Old Republic International Corp	7,106	$290,777

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$724,283	2,194	+18.6%	Shares	Sole	2026-08-17
2025-06-30	$494,949	1,850	+7.1%	Shares	Sole	2025-08-07
2025-03-31	$456,986	1,728	+4.4%	Shares	Sole	2025-05-06
2024-12-31	$398,672	1,655	+3.6%	Shares	Sole	2025-02-06
2024-06-30	$324,733	1,597	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$367,303	1,596	+4.2%	Shares	Sole	2024-05-02
2023-12-31	$291,830	1,532	+3.2%	Shares	Sole	2024-02-13
2023-09-30	$242,352	1,484	+0.1%	Shares	Sole	2023-10-18
2023-06-30	$257,364	1,482	-20.0%	Shares	Sole	2023-08-14
2023-03-31	$317,451	1,852	+8.6%	Shares	Sole	2023-04-21
2022-12-31	$319,670	1,705	-0.5%	Shares	Sole	2023-01-30
2022-09-30	$262,584	1,714	-1.0%	Shares	Sole	2022-10-11
2022-06-30	$292,933	1,732	+8.7%	Shares	Sole	2022-08-15
2022-03-31	$291,271	1,594	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.