PATRICK M SWEENEY & ASSOCIATES, INC
Position in TRV — Travelers Companies, Inc.
CIK 2010453
LIBERTYVILLE, IL
Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$659,249
+$71,223 QoQ
Shares Held
1,997
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#954
of 1,829 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $2,283,700 across 3 Insurance - Property & Casualty names. TRV ranks #3 (28.9% of the industry book) .
All Filings in TRV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,249 | 1,997 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $588,026 | 2,016 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $580,410 | 2,001 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $562,628 | 2,015 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $539,093 | 2,015 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $527,597 | 1,995 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $475,516 | 1,974 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $462,152 | 1,974 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $364,995 | 1,795 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $379,961 | 1,651 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $302,117 | 1,586 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||