Birchwood Financial Partners, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 2110062 BLOOMINGTON, MN

Position in TRV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,301

+$385 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,791

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Birchwood Financial Partners, Inc. holds $70,041 across 3 Insurance - Property & Casualty names. TRV ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	250	$59,485
2	KNSL	Kinsale Capital Group, Inc.	22	$7,255
3	TRV	Travelers Companies, Inc. This page	10	$3,301

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,301	10	0.0%	Shares	Sole	2026-08-06
2026-03-31	$2,916	10	0.0%	Shares	Sole	2026-05-05
2025-12-31	$2,900	10	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.