Position in TRV
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$18,156
+$7,073 QoQ
Shares Held
55
+44.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,730
of 1,825 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $376,199 across 8 Insurance - Property & Casualty names. TRV ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,409 | $307,796 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
55 | $18,156 | |
| 3 | CB |
Chubb Ltd
|
48 | $16,355 | |
| 4 | AIZ |
Assurant, Inc.
|
50 | $13,426 | |
| 5 | ALL |
Allstate Corp
|
42 | $9,993 | |
| 6 | LMND |
Lemonade, Inc.
|
129 | $8,391 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
8 | $1,712 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2 | $370 |
All Filings in TRV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,156 | 55 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $11,083 | 38 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,022 | 38 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,655 | 31 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,083 | 19 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,966 | 15 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $7 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $6 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $8 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||