Sigma Planning Corp

Position in TRV — Travelers Companies, Inc.

CIK 1449126 ANN ARBOR, MI

Position in TRV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,178,065

+$1,761,667 QoQ

Shares Held

9,627

+98.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#505

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sigma Planning Corp holds $6,550,060 across 5 Insurance - Property & Casualty names. TRV ranks #1 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	9,627	$3,178,065
2	CB	Chubb Ltd	3,722	$1,268,234
3	ALL	Allstate Corp	4,471	$1,063,829
4	CINF	Cincinnati Financial Corp	2,856	$528,759
5	PGR	Progressive Corp/Oh/	2,340	$511,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,178,065	9,627	+98.2%	Shares	Sole	2026-08-07
2026-03-31	$1,416,398	4,856	-2.4%	Shares	Sole	2026-05-04
2025-12-31	$1,442,468	4,973	-39.4%	Shares	Sole	2026-01-30
2025-09-30	$2,292,116	8,209	+2.6%	Shares	Sole	2025-11-10
2025-06-30	$2,141,390	8,004	-16.6%	Shares	Sole	2025-08-05
2025-03-31	$2,536,964	9,593	-5.9%	Shares	Sole	2025-05-02
2024-12-31	$2,454,909	10,191	-4.7%	Shares	Sole	2025-02-03
2024-09-30	$2,503,445	10,693	-1.5%	Shares	Sole	2024-11-04
2024-06-30	$2,208,272	10,860	+3.7%	Shares	Sole	2024-08-06
2024-03-31	$2,409,795	10,471	+186.2%	Shares	Sole	2024-05-02
2023-12-31	$697,002	3,659	-65.8%	Shares	Sole	2024-02-01
2023-09-30	$1,749,050	10,710	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$1,857,641	10,697	-8.5%	Shares	Sole	2023-08-02
2023-03-31	$2,003,954	11,691	-5.3%	Shares	Sole	2023-05-08
2022-12-31	$2,315,314	12,349	+1.6%	Shares	Sole	2023-01-24
2022-09-30	$1,862,452	12,157	-12.2%	Shares	Sole	2022-11-10
2022-06-30	$2,342,957	13,853	+39.4%	Shares	Sole	2022-08-11
2022-03-31	$1,816,153	9,939	+42.5%	Shares	Sole	2022-04-20
2021-12-31	$1,091,412	6,977	+1.1%	Shares	Sole	2022-02-02
2021-09-30	$1,048,869	6,900	-21.4%	Shares	Sole	2021-10-28
2021-06-30	$1,314,004	8,777	+2.6%	Shares	Sole	2021-08-13
2021-03-31	$1,286,070	8,551	-1.4%	Shares	Sole	2021-05-06
2020-12-31	$1,217,709	8,675	+0.2%	Shares	Sole	2021-02-09
2020-09-30	$936,384	8,655	+9.1%	Shares	Sole	2020-11-03
2020-06-30	$904,758	7,933	+2.2%	Shares	Sole	2020-07-31
2020-03-31	$771,254	7,763	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.