Comprehensive Financial Planning, Inc./PA
Position in TRV — Travelers Companies, Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in TRV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,457
+$2,790 QoQ
Shares Held
65
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,720
of 1,829 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $21,457 across 1 Insurance - Property & Casualty name. TRV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
65 | $21,457 |
All Filings in TRV
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,457 | 65 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $18,667 | 64 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $18,563 | 64 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,870 | 64 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,122 | 64 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $16,660 | 63 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,176 | 63 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||