Spectrum Planning & Advisory Services Inc.
Position in TRV — Travelers Companies, Inc.
CIK 1725394
SAN DIEGO, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$209,956
-$102,433 QoQ
Shares Held
636
-40.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,524
of 1,829 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Spectrum Planning & Advisory Services Inc. holds $209,956 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
636 | $209,956 |
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,956 | 636 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $312,389 | 1,071 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $308,913 | 1,065 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $296,810 | 1,063 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $286,267 | 1,070 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||