Valtinson Bruner Financial Planning LLC
Position in TRV — Travelers Companies, Inc.
CIK 1761450
NEW BRIGHTON, MN
Position in TRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$287,204
+$33,735 QoQ
Shares Held
870
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,336
of 1,829 holders
Holding Since
Sep 2024
8 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, 2026Valtinson Bruner Financial Planning LLC holds $287,204 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
|
870 | $287,204 |
All Filings in TRV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,204 | 870 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $253,469 | 869 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $252,062 | 869 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $242,642 | 869 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $232,224 | 868 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $228,228 | 863 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $207,888 | 863 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $202,045 | 863 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||