13F

Position

Dynamic Advisor Solutions LLC in Travelers Companies, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $8.19K$290.04$291.68

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.97K$1.44M0.0%
Q1 20265K$1.46M$291.68$8.19K$8.17K0.0%