KERR FINANCIAL PLANNING Corp

Position in TRV — Travelers Companies, Inc.

CIK 2095947 FRESNO, CA

Position in TRV

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$13,204

+$1,537 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,757

of 1,829 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $128,263 across 4 Insurance - Property & Casualty names. TRV ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	366	$67,761
2	CB	Chubb Ltd	103	$35,096
3	TRV	Travelers Companies, Inc. This page	40	$13,204
4	KNSL	Kinsale Capital Group, Inc.	37	$12,202

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,204	40	0.0%	Shares	Sole	2026-07-02
2026-03-31	$11,667	40	0.0%	Shares	Sole	2026-04-29
2025-12-31	$11,602	40	0.0%	Shares	Sole	2026-02-10
2025-09-30	$11,168	40	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.