Position in TRV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$751,023
-$1,635,502 QoQ
Shares Held
2,275
-72.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#902
of 1,829 holders
Holding Since
Dec 2024
4 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, 2026Cornerstone Planning, LLC holds $3,987,712 across 2 Insurance - Property & Casualty names. TRV ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
9,499 | $3,236,689 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
2,275 | $751,023 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,023 | 2,275 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,386,525 | 8,182 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,185,021 | 7,533 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $1,994,810 | 8,281 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||