LifeSteps Financial, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1801373 CLAREMONT, CA

Position in TRV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$26,079

-$22,020 QoQ

Shares Held

-62.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,707

of 1,829 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $61,043 across 5 Insurance - Property & Casualty names. TRV ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	79	$26,079
2	ALL	Allstate Corp	100	$23,794
3	CINF	Cincinnati Financial Corp	28	$5,183
4	MKL	Markel Group Inc.	2	$3,906
5	LMND	Lemonade, Inc.	32	$2,081

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,079	79	-62.2%	Shares	Sole	2026-07-17
2024-03-31	$48,099	209	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.