FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

Position in TRV — Travelers Companies, Inc.

CIK 1342396 TOWSON, MD

Position in TRV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,405,584

+$257,945 QoQ

Shares Held

7,287

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#572

of 1,829 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 2% None 98%

Financial Services · as of Jun 30, 2026

FOUNDERS FINANCIAL SECURITIES LLC holds $3,576,195 across 3 Insurance - Property & Casualty names. TRV ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	7,287	$2,405,584
2	PGR	Progressive Corp/Oh/	4,036	$881,664
3	CB	Chubb Ltd	848	$288,947

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,405,584	7,287	-1.0%	Shares	Defined	2026-07-31
2026-03-31	$2,147,639	7,363	-4.4%	Shares	Sole	2026-04-17
2025-12-31	$2,234,622	7,704	-14.9%	Shares	Sole	2026-02-10
2025-09-30	$2,527,220	9,051	-11.1%	Shares	Sole	2025-10-15
2025-06-30	$2,722,754	10,177	-0.7%	Shares	Sole	2025-08-06
2025-03-31	$2,709,657	10,246	+8.6%	Shares	Sole	2025-05-12
2024-12-31	$2,272,315	9,433	+1.8%	Shares	Sole	2025-02-10
2024-09-30	$2,170,058	9,269	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$1,898,992	9,339	+5.9%	Shares	Sole	2024-08-02
2024-03-31	$2,029,144	8,817	+5.0%	Shares	Sole	2024-04-17
2023-12-31	$1,600,116	8,400	+2.0%	Shares	Sole	2024-02-06
2023-09-30	$1,344,857	8,235	+20.2%	Shares	Sole	2023-10-17
2023-06-30	$1,189,744	6,851	+6.2%	Shares	Sole	2023-08-11
2023-03-31	$1,105,937	6,452	+6.3%	Shares	Sole	2023-05-04
2022-12-31	$1,138,064	6,070	+6.0%	Shares	Sole	2023-02-08
2022-09-30	$876,916	5,724	+19.0%	Shares	Sole	2022-10-27
2022-06-30	$813,684	4,811	-11.8%	Shares	Sole	2022-07-27
2022-03-31	$996,792	5,455	+8.2%	Shares	Sole	2022-05-13
2021-12-31	$788,563	5,041	+3.1%	Shares	Sole	2022-02-14
2021-09-30	$743,176	4,889	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$704,834	4,708	+12.0%	Shares	Sole	2021-08-16
2021-03-31	$632,432	4,205	+11.5%	Shares	Sole	2021-05-14
2020-12-31	$529,194	3,770	+57.5%	Shares	Sole	2021-02-09
2020-09-30	$259,006	2,394	+13.4%	Shares	Sole	2020-11-16
2020-06-30	$240,873	2,112	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.