Berger Financial Group, Inc

Position in TRV — Travelers Companies, Inc.

CIK 1826136 Plymouth, MN

Position in TRV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$808,794

+$64,135 QoQ

Shares Held

2,450

-4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#879

of 1,829 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $15,821,472 across 4 Insurance - Property & Casualty names. TRV ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	32,192	$7,659,764
2	CB	Chubb Ltd	20,637	$7,031,851
3	TRV	Travelers Companies, Inc. This page	2,450	$808,794
4	L	Loews Corp	2,836	$321,063

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$808,794	2,450	-4.0%	Shares	Sole	2026-08-04
2026-03-31	$744,659	2,553	+3.9%	Shares	Sole	2026-04-28
2025-12-31	$712,677	2,457	-20.5%	Shares	Sole	2026-01-27
2025-09-30	$863,348	3,092	-0.7%	Shares	Sole	2025-10-14
2025-06-30	$833,119	3,114	-2.1%	Shares	Sole	2025-07-22
2025-03-31	$840,982	3,180	-9.7%	Shares	Sole	2025-05-12
2024-12-31	$848,655	3,523	-2.9%	Shares	Sole	2025-02-14
2024-09-30	$849,387	3,628	+26.2%	Shares	Sole	2024-11-12
2024-06-30	$584,602	2,875	+33.8%	Shares	Sole	2024-08-14
2024-03-31	$494,570	2,149	-91.8%	Shares	Sole	2024-04-16
2023-12-31	$4,975,217	26,118	-1.8%	Shares	Sole	2024-02-07
2023-09-30	$4,344,209	26,601	+2.5%	Shares	Sole	2023-11-03
2023-06-30	$4,508,734	25,963	-1.9%	Shares	Sole	2023-08-10
2023-03-31	$4,538,593	26,478	-12.5%	Shares	Sole	2023-04-24
2022-12-31	$5,673,634	30,261	+2.3%	Shares	Sole	2023-01-30
2022-09-30	$4,533,800	29,594	+4.2%	Shares	Sole	2022-10-27
2022-06-30	$4,801,431	28,389	+1.1%	Shares	Sole	2022-08-08
2022-03-31	$5,129,779	28,073	-10.3%	Shares	Sole	2022-05-10
2020-12-31	$4,391,896	31,288	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.