Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,354,482
New position
Shares Held
4,103
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#731
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Synergy Asset Management, LLC holds $1,766,697 across 2 Insurance - Property & Casualty names. TRV ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
4,103 | $1,354,482 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,887 | $412,215 |
All Filings in TRV
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,482 | 4,103 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||