Windsor Capital Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1543100 Phoenix, AZ

Position in TRV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$405,387

-$22,215 QoQ

Shares Held

1,228

-16.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,158

of 1,829 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Windsor Capital Management, LLC holds $405,387 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TRV	Travelers Companies, Inc. This page	1,228	$405,387

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,387	1,228	-16.2%	Shares	Sole	2026-07-08
2026-03-31	$427,602	1,466	+9.5%	Shares	Sole	2026-04-10
2025-12-31	$388,390	1,339	+1.1%	Shares	Sole	2026-01-15
2025-09-30	$369,687	1,324	-1.1%	Shares	Sole	2025-10-06
2025-06-30	$358,236	1,339	-0.9%	Shares	Sole	2025-07-11
2025-03-31	$357,285	1,351	+3.7%	Shares	Sole	2025-05-02
2024-12-31	$313,879	1,303	-5.3%	Shares	Sole	2025-01-28
2024-09-30	$322,149	1,376	-7.7%	Shares	Sole	2024-10-23
2024-06-30	$302,976	1,490	0.0%	Shares	Sole	2024-07-26
2024-03-31	$342,908	1,490	+0.1%	Shares	Sole	2024-04-15
2023-12-31	$283,449	1,488	+0.1%	Shares	Sole	2024-01-09
2023-09-30	$242,678	1,486	0.0%	Shares	Sole	2023-10-04
2023-06-30	$258,058	1,486	+0.7%	Shares	Sole	2023-07-13
2023-03-31	$252,829	1,475	+0.1%	Shares	Sole	2023-04-10
2022-12-31	$276,172	1,473	+0.2%	Shares	Sole	2023-01-13
2022-09-30	$225,204	1,470	-3.5%	Shares	Sole	2022-11-03
2022-06-30	$257,754	1,524	+0.1%	Shares	Sole	2022-07-14
2022-03-31	$278,115	1,522	+7.7%	Shares	Sole	2022-05-04
2021-12-31	$221,035	1,413	+0.1%	Shares	Sole	2022-02-07
2021-09-30	$214,638	1,412	-30.9%	Shares	Sole	2021-11-12
2020-03-31	$202,872	2,042	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.