JNBA Financial Advisors

Position in TRV — Travelers Companies, Inc.

CIK 1569118 BLOOMINGTON, MN

Position in TRV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,441,634

+$161,159 QoQ

Shares Held

4,367

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#707

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

JNBA Financial Advisors holds $1,662,190 across 6 Insurance - Property & Casualty names. TRV ranks #1 (86.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	4,367	$1,441,634
2	L	Loews Corp	1,200	$135,852
3	CB	Chubb Ltd	131	$44,636
4	PGR	Progressive Corp/Oh/	154	$33,641
5	MCY	Mercury General Corp	53	$5,650
6	ORI	Old Republic International Corp	19	$777

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,441,634	4,367	-0.5%	Shares	Sole	2026-07-23
2026-03-31	$1,280,475	4,390	-2.8%	Shares	Sole	2026-04-23
2025-12-31	$1,309,910	4,516	+31.5%	Shares	Sole	2026-01-26
2025-09-30	$958,841	3,434	+24.1%	Shares	Sole	2025-10-28
2025-06-30	$740,550	2,768	0.0%	Shares	Sole	2025-07-24
2025-03-31	$732,025	2,768	-8.3%	Shares	Sole	2025-04-25
2024-12-31	$727,006	3,018	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$718,280	3,068	-1.3%	Shares	Sole	2024-10-31
2024-06-30	$631,980	3,108	-1.1%	Shares	Sole	2024-07-22
2024-03-31	$723,099	3,142	-0.5%	Shares	Sole	2024-04-26
2023-12-31	$601,567	3,158	0.0%	Shares	Sole	2024-02-08
2023-09-30	$515,732	3,158	0.0%	Shares	Sole	2023-11-02
2023-06-30	$548,418	3,158	0.0%	Shares	Sole	2023-08-03
2023-03-31	$541,312	3,158	-0.6%	Shares	Sole	2023-05-02
2022-12-31	$595,468	3,176	0.0%	Shares	Sole	2023-02-07
2022-09-30	$486,563	3,176	-2.6%	Shares	Sole	2022-11-07
2022-06-30	$551,702	3,262	0.0%	Shares	Sole	2022-07-22
2022-03-31	$596,065	3,262	-1.8%	Shares	Sole	2022-04-29
2021-12-31	$519,504	3,321	+1.8%	Shares	Sole	2022-02-03
2021-09-30	$495,856	3,262	-2.0%	Shares	Sole	2021-11-10
2021-06-30	$498,384	3,329	0.0%	Shares	Sole	2021-08-04
2021-03-31	$500,681	3,329	0.0%	Shares	Sole	2021-05-03
2020-12-31	$467,291	3,329	-11.4%	Shares	Sole	2021-01-25
2020-09-30	$406,578	3,758	0.0%	Shares	Sole	2020-11-05
2020-06-30	$428,599	3,758	0.0%	Shares	Sole	2020-07-24
2020-03-31	$373,357	3,758	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.