Brendel Financial Advisors LLC

Position in TRV — Travelers Companies, Inc.

CIK 1768065 HANOVER, NH

Position in TRV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$311,633

+$36,288 QoQ

Shares Held

944

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,291

of 1,825 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brendel Financial Advisors LLC holds $5,104,594 across 3 Insurance - Property & Casualty names. TRV ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	12,840	$4,375,101
2	CINF	Cincinnati Financial Corp	2,257	$417,860
3	TRV	Travelers Companies, Inc. This page	944	$311,633

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,633	944	0.0%	Shares	Sole	2026-07-31
2026-03-31	$275,345	944	0.0%	Shares	Sole	2026-04-15
2025-12-31	$273,816	944	0.0%	Shares	Sole	2026-01-26
2025-09-30	$263,583	944	0.0%	Shares	Sole	2025-10-20
2025-06-30	$252,557	944	0.0%	Shares	Sole	2025-07-11
2025-03-31	$249,650	944	0.0%	Shares	Sole	2025-04-22
2024-12-31	$227,400	944	0.0%	Shares	Sole	2025-01-14
2024-09-30	$221,009	944	0.0%	Shares	Sole	2024-10-09
2024-03-31	$217,252	944	-39.9%	Shares	Sole	2024-04-30
2022-06-30	$265,534	1,570	0.0%	Shares	Sole	2022-07-26
2022-03-31	$286,886	1,570	0.0%	Shares	Sole	2022-05-10
2021-12-31	$245,595	1,570	0.0%	Shares	Sole	2022-02-10
2021-06-30	$235,044	1,570	-75.6%	Shares	Sole	2021-07-21
2021-03-31	$967,072	6,430	0.0%	Shares	Sole	2021-04-14
2020-12-31	$902,579	6,430	0.0%	Shares	Sole	2021-02-12
2020-09-30	$695,661	6,430	0.0%	Shares	Sole	2020-11-04
2020-06-30	$733,341	6,430	0.0%	Shares	Sole	2020-07-30
2020-03-31	$638,820	6,430	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.