Portside Wealth Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1978608 Provo, UT

Position in TRV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$283,902

+$19,058 QoQ

Shares Held

860

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,342

of 1,829 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $1,636,852 across 5 Insurance - Property & Casualty names. TRV ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	1,810	$430,670
2	CB	Chubb Ltd	1,236	$421,154
3	TRV	Travelers Companies, Inc. This page	860	$283,902
4	KNSL	Kinsale Capital Group, Inc.	820	$270,443
5	PGR	Progressive Corp/Oh/	1,056	$230,683

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,902	860	-5.3%	Shares	Sole	2026-07-14
2026-03-31	$264,844	908	-13.6%	Shares	Sole	2026-05-12
2025-12-31	$304,852	1,051	+8.7%	Shares	Other	2026-01-21
2025-09-30	$270,005	967	-6.2%	Shares	Sole	2025-11-05
2025-06-30	$275,833	1,031	+30.8%	Shares	Other	2025-08-11
2025-03-31	$208,393	788	—	Shares	Other	2025-04-14
No filing history on record for this holder in this stock.