First Affirmative Financial Network
Position in TRV — Travelers Companies, Inc.
CIK 1656282
COLORADO SPRINGS, CO
Position in TRV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$323,764
+$86,148 QoQ
Shares Held
1,110
+30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026First Affirmative Financial Network holds $3,180,621 across 7 Insurance - Property & Casualty names. TRV ranks #6 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,491 | $811,891 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,515 | $498,573 | |
| 3 | CINF |
Cincinnati Financial Corp
|
3,026 | $476,141 | |
| 4 | ALL |
Allstate Corp
|
2,288 | $474,393 | |
| 5 | L |
Loews Corp
|
3,495 | $373,056 | |
| 6 | TRV |
Travelers Companies, Inc.
This page
|
1,110 | $323,764 | |
| 7 | CNA |
Cna Financial Corp
|
4,852 | $222,803 |
All Filings in TRV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,764 | 1,110 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $237,616 | 851 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $233,027 | 871 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $240,923 | 911 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $258,474 | 1,073 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $311,613 | 1,331 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $431,894 | 2,124 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $469,025 | 2,038 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $413,934 | 2,173 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $343,604 | 2,104 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $343,846 | 1,980 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $286,597 | 1,672 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $309,545 | 1,651 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||