Cornerstone Planning Group LLC
Position in TRV — Travelers Companies, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$68,664
+$9,453 QoQ
Shares Held
208
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,649
of 1,840 holders
Holding Since
Dec 2022
14 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 Group LLC holds $306,197 across 21 Insurance - Property & Casualty names. TRV ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
336 | $73,399 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
208 | $68,664 | |
| 3 | CB |
Chubb Ltd
|
170 | $57,925 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
58 | $19,128 | |
| 5 | LMND |
Lemonade, Inc.
|
250 | $16,262 | |
| 6 | ALL |
Allstate Corp
|
68 | $16,179 | |
| 7 | AFG |
American Financial Group Inc
|
92 | $12,874 | |
| 8 | L |
Loews Corp
|
103 | $11,660 |
All Filings in TRV
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,664 | 208 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $59,211 | 203 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,661 | 185 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,305 | 19 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42,003 | 157 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,388 | 96 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,890 | 12 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,043 | 13 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,236 | 11 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,301 | 10 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,904 | 10 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,633 | 10 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,125 | 18 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $2,624 | 14 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||