Financial Perspectives, Inc

Position in TRV — Travelers Companies, Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in TRV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$158,457

+$18,451 QoQ

Shares Held

480

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,569

of 1,829 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Perspectives, Inc holds $274,096 across 5 Insurance - Property & Casualty names. TRV ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	480	$158,457
2	THG	Hanover Insurance Group, Inc.	200	$42,824
3	CB	Chubb Ltd	109	$37,140
4	ORI	Old Republic International Corp	616	$25,206
5	ALL	Allstate Corp	44	$10,469

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$158,457	480	0.0%	Shares	Sole	2026-07-24
2026-03-31	$140,006	480	+26.3%	Shares	Sole	2026-05-11
2025-12-31	$110,222	380	0.0%	Shares	Sole	2026-01-28
2025-09-30	$106,103	380	+31.0%	Shares	Sole	2025-10-22
2025-06-30	$77,586	290	0.0%	Shares	Sole	2025-07-30
2025-03-31	$76,693	290	0.0%	Shares	Sole	2025-04-18
2024-12-31	$69,858	290	0.0%	Shares	Sole	2025-02-03
2024-09-30	$67,894	290	0.0%	Shares	Sole	2024-10-17
2024-06-30	$58,968	290	0.0%	Shares	Sole	2024-08-09
2024-03-31	$66,740	290	-15.7%	Shares	Sole	2024-04-19
2023-12-31	$65,528	344	0.0%	Shares	Sole	2024-02-01
2023-09-30	$56,178	344	0.0%	Shares	Sole	2024-01-10
2023-06-30	$59,739	344	+0.3%	Shares	Sole	2024-01-10
2023-03-31	$58,793	343	0.0%	Shares	Sole	2024-01-10
2022-12-31	$64,309	343	0.0%	Shares	Sole	2024-01-10
2022-09-30	$52,547	343	+18.3%	Shares	Sole	2024-01-10
2022-06-30	$49,047	290	0.0%	Shares	Sole	2024-01-10
2022-03-31	$52,991	290	0.0%	Shares	Sole	2024-01-10
2021-12-31	$45,364	290	0.0%	Shares	Sole	2024-01-10
2021-09-30	$44,082	290	0.0%	Shares	Sole	2024-01-10
2021-06-30	$43,415	290	-99.3%	Shares	Sole	2024-01-10
2021-03-31	$290	43,616	+14940.0%	Shares	Sole	2024-01-10
2020-12-31	$40,707	290	0.0%	Shares	Sole	2024-01-10
2020-09-30	$31,375	290	0.0%	Shares	Sole	2024-01-10
2020-06-30	$33,074	290	0.0%	Shares	Sole	2024-01-10
2020-03-31	$28,811	290	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.