Transamerica Financial Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1502149 CEDAR RAPIDS, IA

Position in TRV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$423,874

-$1,079,736 QoQ

Shares Held

1,284

-75.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,130

of 1,825 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $2,506,624 across 19 Insurance - Property & Casualty names. TRV ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,687	$915,568
2	PGR	Progressive Corp/Oh/	3,367	$735,521
3	TRV	Travelers Companies, Inc. This page	1,284	$423,874
4	WRB	Berkley W R Corp	1,819	$128,294
5	CINF	Cincinnati Financial Corp	548	$101,456
6	HCI	HCI Group, Inc.	543	$95,160
7	AIZ	Assurant, Inc.	147	$39,473
8	ALL	Allstate Corp	132	$31,408

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,874	1,284	-75.1%	Shares	Sole	2026-08-17
2026-03-31	$1,503,610	5,155	+11.4%	Shares	Sole	2026-05-15
2025-12-31	$1,342,107	4,627	+0.9%	Shares	Sole	2026-02-13
2025-09-30	$1,280,223	4,585	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$1,236,302	4,621	-6.5%	Shares	Sole	2025-08-14
2025-03-31	$1,306,961	4,942	+2.9%	Shares	Sole	2025-05-14
2024-12-31	$1,156,512	4,801	-7.8%	Shares	Sole	2025-02-12
2024-09-30	$1,218,594	5,205	-9.9%	Shares	Sole	2024-11-13
2024-03-31	$1,329,058	5,775	+115400.0%	Shares	Sole	2024-05-15
2021-12-31	$782	5	0.0%	Shares	Sole	2022-02-14
2021-09-30	$760	5	0.0%	Shares	Sole	2021-11-15
2021-06-30	$748	5	0.0%	Shares	Sole	2021-08-10
2021-03-31	$752	5	0.0%	Shares	Sole	2021-05-17
2020-12-31	$701	5	-44.4%	Shares	Sole	2021-02-16
2020-09-30	$973	9	-99.5%	Shares	Sole	2020-11-12
2020-06-30	$203,351	1,783	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.