MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1607355 GLASTONBURY, CT

Position in TRV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$635,481

+$73,997 QoQ

Shares Held

1,925

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#970

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $839,149 across 3 Insurance - Property & Casualty names. TRV ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	1,925	$635,481
2	CB	Chubb Ltd	361	$123,007
3	ALL	Allstate Corp	339	$80,661

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$635,481	1,925	0.0%	Shares	Sole	2026-08-13
2026-03-31	$561,484	1,925	-4.5%	Shares	Sole	2026-05-11
2025-12-31	$584,470	2,015	0.0%	Shares	Sole	2026-02-12
2025-09-30	$562,628	2,015	0.0%	Shares	Sole	2025-11-13
2025-06-30	$539,093	2,015	0.0%	Shares	Sole	2025-08-06
2025-03-31	$532,886	2,015	0.0%	Shares	Sole	2025-05-13
2024-12-31	$485,393	2,015	0.0%	Shares	Sole	2025-02-12
2024-09-30	$471,751	2,015	0.0%	Shares	Sole	2024-11-14
2024-06-30	$409,730	2,015	0.0%	Shares	Sole	2024-08-12
2024-03-31	$463,732	2,015	0.0%	Shares	Sole	2024-05-10
2023-12-31	$383,837	2,015	0.0%	Shares	Sole	2024-02-09
2023-09-30	$329,069	2,015	0.0%	Shares	Sole	2023-11-13
2023-06-30	$349,924	2,015	+1.6%	Shares	Sole	2023-08-10
2023-03-31	$339,906	1,983	0.0%	Shares	Sole	2023-05-11
2022-12-31	$371,792	1,983	0.0%	Shares	Sole	2023-02-14
2022-09-30	$303,795	1,983	0.0%	Shares	Sole	2022-11-09
2022-06-30	$335,384	1,983	0.0%	Shares	Sole	2022-08-11
2022-03-31	$362,353	1,983	0.0%	Shares	Sole	2022-05-12
2021-12-31	$310,200	1,983	0.0%	Shares	Sole	2022-02-11
2021-09-30	$301,435	1,983	-2.5%	Shares	Sole	2021-11-10
2021-06-30	$304,360	2,033	-2.0%	Shares	Sole	2021-08-12
2021-03-31	$311,929	2,074	0.0%	Shares	Sole	2021-05-11
2020-12-31	$291,127	2,074	-10.4%	Shares	Sole	2021-02-11
2020-09-30	$250,459	2,315	-21.6%	Shares	Sole	2020-11-12
2020-06-30	$336,903	2,954	-4.8%	Shares	Sole	2020-08-10
2020-03-31	$308,283	3,103	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.