Position in TRV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$42,915
+$4,997 QoQ
Shares Held
130
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,673
of 1,828 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $51,099 across 2 Insurance - Property & Casualty names. TRV ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
130 | $42,915 | |
| 2 | ORI |
Old Republic International Corp
|
200 | $8,184 |
All Filings in TRV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,915 | 130 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $37,918 | 130 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $37,707 | 130 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $36,298 | 130 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $34,780 | 130 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||