Northern Financial Advisors Inc

Position in TRV — Travelers Companies, Inc.

CIK 1962457 BLOOMFIELD HILLS, MI

Position in TRV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,213,454

+$276,116 QoQ

Shares Held

6,705

+0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#593

of 1,829 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Northern Financial Advisors Inc holds $3,686,057 across 3 Insurance - Property & Casualty names. TRV ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	6,705	$2,213,454
2	PGR	Progressive Corp/Oh/	4,690	$1,024,530
3	CB	Chubb Ltd	1,315	$448,073

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,213,454	6,705	+0.9%	Shares	Sole	2026-07-28
2026-03-31	$1,937,338	6,642	+70.0%	Shares	Sole	2026-04-28
2025-12-31	$1,132,974	3,906	-41.1%	Shares	Sole	2026-01-27
2025-09-30	$1,852,066	6,633	-1.0%	Shares	Sole	2025-11-10
2025-06-30	$1,792,250	6,699	+1.9%	Shares	Sole	2025-07-23
2025-03-31	$1,739,088	6,576	+0.7%	Shares	Sole	2025-05-06
2024-12-31	$1,573,252	6,531	-2.7%	Shares	Sole	2025-01-30
2024-09-30	$1,571,647	6,713	+1.7%	Shares	Sole	2024-10-29
2024-06-30	$1,342,450	6,602	-1.3%	Shares	Sole	2024-08-05
2024-03-31	$1,539,176	6,688	+1.0%	Shares	Sole	2024-04-30
2023-12-31	$1,261,805	6,624	+11.7%	Shares	Sole	2024-02-06
2023-09-30	$968,754	5,932	-4.8%	Shares	Sole	2023-11-14
2023-06-30	$1,082,422	6,233	+3.8%	Shares	Sole	2023-07-21
2023-03-31	$1,029,488	6,006	-3.7%	Shares	Sole	2023-04-27
2022-12-31	$1,169,000	6,235	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.