Compound Planning, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1978879 NEW YORK, NY

Position in TRV

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

Position Value

$1,506,667

+$310,488 QoQ

Shares Held

4,564

+11.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#693

of 1,829 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $9,727,732 across 11 Insurance - Property & Casualty names. TRV ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,393	$1,837,610
2	PGR	Progressive Corp/Oh/	7,240	$1,581,577
3	TRV	Travelers Companies, Inc. This page	4,564	$1,506,667
4	ALL	Allstate Corp	4,777	$1,136,639
5	MKL	Markel Group Inc.	412	$804,640
6	L	Loews Corp	6,825	$772,658
7	AIZ	Assurant, Inc.	2,114	$567,671
8	CINF	Cincinnati Financial Corp	2,473	$457,851

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,506,667	4,564	+11.3%	Shares	Sole	2026-08-04
2026-03-31	$1,196,179	4,101	-4.6%	Shares	Sole	2026-05-14
2025-12-31	$1,246,387	4,297	+6.8%	Shares	Sole	2026-02-19
2025-09-30	$1,123,581	4,024	+18.5%	Shares	Sole	2025-11-10
2025-06-30	$908,565	3,396	+6.3%	Shares	Sole	2025-08-14
2025-03-31	$845,214	3,196	+14.8%	Shares	Sole	2025-05-14
2024-12-31	$670,878	2,785	+14.0%	Shares	Sole	2025-01-17
2024-09-30	$571,721	2,442	+25.4%	Shares	Sole	2024-10-08
2024-06-30	$395,902	1,947	+2.2%	Shares	Sole	2024-07-26
2024-03-31	$438,416	1,905	+20.6%	Shares	Sole	2024-05-07
2023-12-31	$300,974	1,580	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.