Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,132,178
+$316,008 QoQ
Shares Held
9,488
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#511
of 1,829 holders
Holding Since
Dec 2024
7 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, 2026DSG Capital Advisors, LLC holds $3,132,178 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
9,488 | $3,132,178 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,132,178 | 9,488 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,816,170 | 9,655 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,800,529 | 9,655 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,695,869 | 9,655 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,583,098 | 9,655 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,553,361 | 9,655 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,325,792 | 9,655 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||