Abacus Planning Group, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1602730 COLUMBIA, SC

Position in TRV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$411,659

+$49,393 QoQ

Shares Held

1,247

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,147

of 1,829 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abacus Planning Group, Inc. holds $1,367,000 across 3 Insurance - Property & Casualty names. TRV ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,636	$627,209
2	TRV	Travelers Companies, Inc. This page	1,247	$411,659
3	CB	Chubb Ltd	963	$328,132

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,659	1,247	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$362,266	1,242	+37.5%	Shares	Sole	2026-04-08
2025-12-31	$261,924	903	-1.4%	Shares	Sole	2026-01-16
2025-09-30	$255,765	916	+2.2%	Shares	Sole	2025-10-22
2025-06-30	$239,715	896	+12.0%	Shares	Sole	2025-07-21
2025-03-31	$211,568	800	—	Shares	Sole	2025-04-14
No filing history on record for this holder in this stock.