Stiles Financial Services Inc

Position in TRV — Travelers Companies, Inc.

CIK 1904832 EDINA, MN

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$841,475

+$97,400 QoQ

Shares Held

2,549

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#867

of 1,829 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stiles Financial Services Inc holds $2,237,698 across 3 Insurance - Property & Casualty names. TRV ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,549	$841,475
2	PGR	Progressive Corp/Oh/	3,353	$732,462
3	CB	Chubb Ltd	1,948	$663,761

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$841,475	2,549	-0.1%	Shares	Sole	2026-08-12
2026-03-31	$744,075	2,551	+0.6%	Shares	Sole	2026-04-30
2025-12-31	$735,882	2,537	+0.2%	Shares	Sole	2026-02-03
2025-09-30	$706,705	2,531	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$675,806	2,526	-1.7%	Shares	Sole	2025-07-24
2025-03-31	$679,662	2,570	-1.2%	Shares	Sole	2025-04-22
2024-12-31	$626,795	2,602	-2.0%	Shares	Sole	2025-01-28
2024-09-30	$621,588	2,655	+1.8%	Shares	Sole	2024-10-31
2024-06-30	$530,310	2,608	-5.6%	Shares	Sole	2024-08-01
2024-03-31	$635,646	2,762	0.0%	Shares	Sole	2024-04-30
2023-12-31	$526,133	2,762	+0.4%	Shares	Sole	2024-01-26
2023-09-30	$449,429	2,752	+1.1%	Shares	Sole	2023-11-08
2023-06-30	$472,702	2,722	+0.4%	Shares	Sole	2023-07-21
2023-03-31	$464,692	2,711	+0.3%	Shares	Sole	2023-05-11
2022-12-31	$506,597	2,702	+0.3%	Shares	Sole	2023-01-27
2022-09-30	$412,567	2,693	-7.1%	Shares	Sole	2022-11-02
2022-06-30	$490,477	2,900	+0.3%	Shares	Sole	2022-07-26
2022-03-31	$528,089	2,890	+5.8%	Shares	Sole	2022-05-06
2021-12-31	$427,210	2,731	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.