Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$207,315
+$24,140 QoQ
Shares Held
628
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,532
of 1,829 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Dougherty Wealth Advisers LLC holds $399,332 across 2 Insurance - Property & Casualty names. TRV ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
628 | $207,315 | |
| 2 | ALL |
Allstate Corp
|
807 | $192,017 |
All Filings in TRV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,315 | 628 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $183,175 | 628 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $182,157 | 628 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $175,350 | 628 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $168,015 | 628 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $166,080 | 628 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $151,278 | 628 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $147,027 | 628 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $127,697 | 628 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $144,527 | 628 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $119,627 | 628 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $102,558 | 628 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $109,058 | 628 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $107,645 | 628 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $117,743 | 628 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $96,209 | 628 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $106,213 | 628 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $114,754 | 628 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $98,238 | 628 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $95,462 | 628 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $94,017 | 628 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $94,451 | 628 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $88,152 | 628 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $67,943 | 628 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $71,623 | 628 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $62,391 | 628 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||