Dynamic Wealth Strategies, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1812853
GRANITE BAY, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$332,430
+$29,083 QoQ
Shares Held
1,007
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,254
of 1,829 holders
Holding Since
Dec 2023
11 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, 2026Dynamic Wealth Strategies, LLC holds $336,237 across 2 Insurance - Property & Casualty names. TRV ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
1,007 | $332,430 | |
| 2 | ALL |
Allstate Corp
|
16 | $3,807 |
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,430 | 1,007 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $303,347 | 1,040 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $360,834 | 1,244 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $283,966 | 1,017 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $260,048 | 972 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $306,773 | 1,160 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $279,914 | 1,162 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $271,813 | 1,161 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $261,291 | 1,285 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $347,741 | 1,511 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $286,877 | 1,506 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||