Avantax Planning Partners, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1005441 DUBUQUE, IA

Position in TRV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$572,758

+$3,982 QoQ

Shares Held

1,735

-11.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,004

of 1,828 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,953,025 across 5 Insurance - Property & Casualty names. TRV ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,540	$604,367
2	TRV	Travelers Companies, Inc. This page	1,735	$572,758
3	CB	Chubb Ltd	850	$289,629
4	ORI	Old Republic International Corp	6,934	$283,739
5	L	Loews Corp	1,789	$202,532

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,758	1,735	-11.0%	Shares	Sole	2026-07-28
2026-03-31	$568,776	1,950	-4.4%	Shares	Sole	2026-05-04
2025-12-31	$591,432	2,039	-5.8%	Shares	Sole	2026-02-05
2025-09-30	$604,232	2,164	+0.0%	Shares	Sole	2025-10-31
2025-06-30	$578,689	2,163	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$577,051	2,182	-2.5%	Shares	Sole	2025-04-29
2024-12-31	$538,870	2,237	+3.4%	Shares	Sole	2025-02-07
2024-09-30	$506,401	2,163	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$440,434	2,166	-6.8%	Shares	Sole	2024-08-09
2024-03-31	$534,845	2,324	+59.7%	Shares	Sole	2024-05-03
2023-12-31	$277,162	1,455	+0.8%	Shares	Sole	2024-02-09
2023-09-30	$235,819	1,444	-4.7%	Shares	Sole	2023-11-06
2023-06-30	$263,094	1,515	+1.9%	Shares	Sole	2023-07-18
2023-03-31	$254,886	1,487	-6.7%	Shares	Sole	2023-04-21
2022-12-31	$298,859	1,594	+4.7%	Shares	Sole	2023-02-10
2022-09-30	$233,323	1,523	0.0%	Shares	Sole	2022-10-14
2022-06-30	$257,584	1,523	0.0%	Shares	Sole	2022-07-18
2022-03-31	$278,297	1,523	+0.3%	Shares	Sole	2022-05-09
2021-12-31	$237,460	1,518	0.0%	Shares	Sole	2022-01-28
2021-09-30	$230,751	1,518	+0.9%	Shares	Sole	2021-10-27
2021-06-30	$225,163	1,504	-6.2%	Shares	Sole	2021-08-10
2021-03-31	$241,241	1,604	-4.5%	Shares	Sole	2021-05-06
2020-12-31	$235,821	1,680	-35.7%	Shares	Sole	2021-02-04
2020-09-30	$282,484	2,611	-3.5%	Shares	Sole	2020-10-28
2020-06-30	$308,619	2,706	0.0%	Shares	Sole	2020-07-15
2020-03-31	$268,841	2,706	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.