Position in TRV
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,222,104
+$113,137 QoQ
Shares Held
3,702
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#748
of 1,829 holders
Holding Since
Jun 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $53,713,971 across 8 Insurance - Property & Casualty names. TRV ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
170,340 | $37,210,773 | |
| 2 | CB |
Chubb Ltd
|
27,074 | $9,225,194 | |
| 3 | CINF |
Cincinnati Financial Corp
|
21,382 | $3,958,663 | |
| 4 | TRV |
Travelers Companies, Inc.
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|
3,702 | $1,222,104 | |
| 5 | AFG |
American Financial Group Inc
|
4,428 | $619,654 | |
| 6 | L |
Loews Corp
|
5,251 | $594,465 | |
| 7 | ALL |
Allstate Corp
|
2,281 | $542,741 | |
| 8 | WRB |
Berkley W R Corp
|
4,826 | $340,377 |
All Filings in TRV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,104 | 3,702 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,108,967 | 3,802 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $737,912 | 2,544 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $640,530 | 2,294 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $610,526 | 2,282 | Shares | Sole | 2025-08-04 | |
| 2024-09-30 | $604,497 | 107,134 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $515,673 | 107,020 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $538,354 | 106,883 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $463,693 | 106,883 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $412,513 | 106,883 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $257,364 | 1,482 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||