Pinnacle Wealth Planning Services, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1726752 MANSFIELD, OH

Position in TRV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$295,127

+$40,783 QoQ

Shares Held

894

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,296

of 1,799 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $3,048,586 across 30 Insurance - Property & Casualty names. TRV ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	4,219	$921,640
2	CB	Chubb Ltd	1,612	$549,272
3	ALL	Allstate Corp	1,427	$339,540
4	TRV	Travelers Companies, Inc. This page	894	$295,127
5	SLDE	Slide Insurance Holdings, Inc.	9,930	$192,344
6	HCI	HCI Group, Inc.	631	$110,582
7	CINF	Cincinnati Financial Corp	542	$100,345
8	MCY	Mercury General Corp	781	$83,270

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,127	894	+2.5%	Shares	Sole	2026-08-07
2026-03-31	$254,344	872	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$250,321	863	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$244,317	875	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$233,829	874	+7.0%	Shares	Sole	2025-08-11
2025-03-31	$216,063	817	-22.9%	Shares	Sole	2025-05-15
2024-09-30	$248,167	1,060	-1.5%	Shares	Sole	2024-11-13
2024-06-30	$218,793	1,076	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$247,170	1,074	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$204,967	1,076	-0.7%	Shares	Sole	2024-02-08
2022-12-31	$203,238	1,084	+62.8%	Shares	Sole	2023-02-13
2020-12-31	$93,485	666	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.