IFP Advisors, Inc

Position in TRV — Travelers Companies, Inc.

CIK 1641866 TAMPA, FL

Position in TRV

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$5,374,787

+$889,880 QoQ

Shares Held

18,427

+19.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

IFP Advisors, Inc holds $11,997,561 across 41 Insurance - Property & Casualty names. TRV ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	18,427	$5,374,787
2	CB	Chubb Ltd	5,332	$1,737,858
3	PGR	Progressive Corp/Oh/	5,749	$1,139,681
4	ORI	Old Republic International Corp	18,637	$743,616
5	ALL	Allstate Corp	2,893	$599,834
6	KNSL	Kinsale Capital Group, Inc.	1,689	$577,063
7	CINF	Cincinnati Financial Corp	3,357	$528,223
8	UVE	Universal Insurance Holdings, Inc.	4,326	$147,776

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,374,787	18,427	+19.2%	Shares	Sole	2026-04-13
2025-12-31	$4,484,907	15,462	+3.0%	Shares	Sole	2026-02-06
2025-09-30	$4,190,533	15,008	+8.0%	Shares	Sole	2026-02-06
2025-06-30	$3,716,398	13,891	+1.6%	Shares	Sole	2025-07-24
2025-03-31	$3,615,697	13,672	+4.3%	Shares	Sole	2025-05-05
2024-12-31	$3,158,067	13,110	+213.3%	Shares	Sole	2025-02-04
2024-09-30	$979,792	4,185	-1.3%	Shares	Sole	2025-02-04
2024-06-30	$861,754	4,238	+311.5%	Shares	Sole	2024-07-30
2024-03-31	$237,044	1,030	+2.8%	Shares	Sole	2024-07-30
2023-12-31	$190,870	1,002	-22.9%	Shares	Sole	2024-01-09
2023-09-30	$212,303	1,300	+14.0%	Shares	Sole	2023-10-12
2023-06-30	$197,972	1,140	+25.8%	Shares	Sole	2023-08-14
2023-03-31	$155,297	906	-61.3%	Shares	Sole	2023-04-18
2022-12-31	$439,289	2,343	-2.2%	Shares	Sole	2023-02-07
2022-09-30	$367,067	2,396	+9.4%	Shares	Sole	2022-11-08
2022-06-30	$370,563	2,191	0.0%	Shares	Sole	2022-09-06
2022-03-31	$400,361	2,191	+153.0%	Shares	Sole	2022-09-06
2021-12-31	$135,468	866	-17.1%	Shares	Sole	2022-01-12
2021-09-30	$158,850	1,045	+25.5%	Shares	Sole	2021-10-06
2021-06-30	$124,708	833	-27.4%	Shares	Sole	2021-07-13
2021-03-31	$172,659	1,148	-6.1%	Shares	Sole	2021-04-30
2020-12-31	$171,532	1,222	-16.1%	Shares	Sole	2021-01-25
2020-09-30	$157,632	1,457	-8.9%	Shares	Sole	2020-10-29
2020-06-30	$182,480	1,600	+13.1%	Shares	Sole	2020-08-05
2020-03-31	$140,580	1,415	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.