Global Retirement Partners, LLC
PensionPosition in TRV — Travelers Companies, Inc.
CIK 1749744
San Rafael, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,779,016
+$1,287,031 QoQ
Shares Held
5,389
+205.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#654
of 1,829 holders
Holding Since
Mar 2020
22 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, 2026Global Retirement Partners, LLC holds $14,742,891 across 35 Insurance - Property & Casualty names. TRV ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
15,304 | $5,214,684 | |
| 2 | ALL |
Allstate Corp
|
10,273 | $2,444,357 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
5,389 | $1,779,016 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,695 | $1,462,522 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,816 | $817,081 | |
| 6 | CINF |
Cincinnati Financial Corp
|
3,187 | $590,041 | |
| 7 | ORI |
Old Republic International Corp
|
11,475 | $469,557 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
970 | $319,915 |
All Filings in TRV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779,016 | 5,389 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $491,985 | 1,762 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $529,194 | 1,978 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $392,409 | 1,629 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $411,817 | 1,759 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $344,864 | 1,696 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $296,880 | 1,290 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $235,255 | 1,235 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $138,813 | 850 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $129,203 | 744 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $129,071 | 753 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $132,555 | 707 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $107,393 | 701 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $94,374 | 558 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $102,876 | 563 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $55,027 | 362 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $54,195 | 362 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $52,790 | 351 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $58,113 | 414 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $46,413 | 429 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $48,471 | 425 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $34,275 | 345 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||