Prospera Financial Services Inc

Position in TRV — Travelers Companies, Inc.

CIK 1541625 Dallas, TX

Position in TRV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,165,387

+$660,973 QoQ

Shares Held

15,647

+1.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#406

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

Prospera Financial Services Inc holds $26,229,100 across 8 Insurance - Property & Casualty names. TRV ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	26,373	$8,986,336
2	RLI	Rli Corp	120,932	$7,143,453
3	TRV	Travelers Companies, Inc. This page	15,647	$5,165,387
4	WRB	Berkley W R Corp	32,977	$2,325,867
5	PGR	Progressive Corp/Oh/	6,086	$1,329,486
6	CINF	Cincinnati Financial Corp	2,831	$524,131
7	ALL	Allstate Corp	2,165	$515,140
8	ORI	Old Republic International Corp	5,848	$239,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,165,387	15,647	+1.3%	Shares	Sole	2026-07-15
2026-03-31	$4,504,414	15,443	-0.8%	Shares	Sole	2026-04-14
2025-12-31	$4,514,493	15,564	-1.0%	Shares	Sole	2026-02-09
2025-09-30	$4,388,500	15,717	+0.6%	Shares	Sole	2025-11-06
2025-06-30	$4,181,917	15,631	-4.5%	Shares	Sole	2025-08-06
2025-03-31	$4,330,003	16,373	+6.9%	Shares	Sole	2025-05-15
2024-12-31	$3,688,748	15,313	+223.8%	Shares	Sole	2025-02-13
2024-09-30	$1,107,153	4,729	+61.1%	Shares	Sole	2024-11-07
2024-06-30	$596,802	2,935	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$675,921	2,937	-4.4%	Shares	Sole	2024-08-13
2023-12-31	$585,185	3,072	-13.7%	Shares	Sole	2024-02-14
2023-09-30	$581,546	3,561	+1.6%	Shares	Sole	2023-11-13
2023-06-30	$608,851	3,506	-3.4%	Shares	Sole	2023-08-08
2023-03-31	$622,046	3,629	-1.5%	Shares	Sole	2023-05-12
2022-12-31	$690,900	3,685	+4.6%	Shares	Sole	2023-02-08
2022-09-30	$539,723	3,523	+2.2%	Shares	Sole	2022-10-27
2022-06-30	$583,160	3,448	-2.8%	Shares	Sole	2022-08-08
2022-03-31	$648,143	3,547	+12.6%	Shares	Sole	2022-05-04
2021-12-31	$492,598	3,149	-26.4%	Shares	Sole	2022-02-10
2021-09-30	$649,994	4,276	-4.1%	Shares	Sole	2021-11-12
2021-06-30	$667,706	4,460	+1.0%	Shares	Sole	2021-08-16
2021-03-31	$663,865	4,414	-2.4%	Shares	Sole	2021-05-06
2020-12-31	$634,612	4,521	+3973.0%	Shares	Sole	2021-02-12
2020-09-30	$12,009	111	-96.2%	Shares	Sole	2020-11-04
2020-06-30	$331,771	2,909	-0.7%	Shares	Sole	2020-08-10
2020-03-31	$290,996	2,929	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.