Plancorp, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1599579 SAINT LOUIS, MO

Position in TRV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$385,910

-$12,524 QoQ

Shares Held

1,169

-14.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,187

of 1,829 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $1,474,952 across 4 Insurance - Property & Casualty names. TRV ranks #3 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	1,716	$408,305
2	CB	Chubb Ltd	1,149	$391,510
3	TRV	Travelers Companies, Inc. This page	1,169	$385,910
4	PGR	Progressive Corp/Oh/	1,324	$289,227

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,910	1,169	-14.4%	Shares	Sole	2026-07-14
2026-03-31	$398,434	1,366	-1.0%	Shares	Sole	2026-04-14
2025-12-31	$400,282	1,380	+0.9%	Shares	Sole	2026-02-05
2025-09-30	$381,972	1,368	-0.7%	Shares	Sole	2025-10-15
2025-06-30	$368,670	1,378	+1.2%	Shares	Sole	2025-07-16
2025-03-31	$359,930	1,361	+10.1%	Shares	Sole	2025-05-15
2024-12-31	$297,740	1,236	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.