Financial Planning Hawaii, Inc.
Position in TRV — Travelers Companies, Inc.
CIK 2105146
HONOLULU, HI
Position in TRV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,401,359
+$179,220 QoQ
Shares Held
4,245
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#716
of 1,829 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Financial Planning Hawaii, Inc. holds $1,401,359 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
|
4,245 | $1,401,359 |
All Filings in TRV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401,359 | 4,245 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,222,139 | 4,190 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,215,351 | 4,190 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||