PFG Advisors

Position in TRV — Travelers Companies, Inc.

CIK 1694435 Phoenix, AZ

Position in TRV

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,638,385

+$327,867 QoQ

Shares Held

4,963

+10.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#676

of 1,829 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Advisors holds $5,476,504 across 3 Insurance - Property & Casualty names. TRV ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,480	$3,570,955
2	TRV	Travelers Companies, Inc. This page	4,963	$1,638,385
3	PGR	Progressive Corp/Oh/	1,223	$267,164

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,638,385	4,963	+10.5%	Shares	Sole	2026-07-16
2026-03-31	$1,310,518	4,493	+21.8%	Shares	Sole	2026-05-05
2025-12-31	$1,069,741	3,688	-28.8%	Shares	Sole	2026-01-27
2025-09-30	$1,445,521	5,177	+4.4%	Shares	Sole	2025-11-13
2025-06-30	$1,326,730	4,959	+16.5%	Shares	Sole	2025-08-07
2025-03-31	$1,125,277	4,255	+108.8%	Shares	Sole	2025-05-06
2024-12-31	$490,933	2,038	+3.2%	Shares	Sole	2025-02-07
2024-09-30	$462,152	1,974	-39.0%	Shares	Sole	2024-10-15
2024-06-30	$658,414	3,238	+49.6%	Shares	Sole	2024-08-08
2024-03-31	$498,253	2,165	+76.9%	Shares	Sole	2024-05-07
2023-12-31	$233,159	1,224	-0.7%	Shares	Sole	2024-01-19
2023-06-30	$214,122	1,233	-20.5%	Shares	Sole	2023-07-20
2021-03-31	$233,120	1,550	-25.3%	Shares	Sole	2021-04-27
2020-03-31	$206,250	2,076	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.