United Financial Planning Group LLC
Position in TRV — Travelers Companies, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in TRV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,156
+$2,114 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,732
of 1,829 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $29,067 across 3 Insurance - Property & Casualty names. TRV ranks #1 (62.5% of the industry book) .
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,156 | 55 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,042 | 55 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,442 | 36 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||