Sunrise Financial Services, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2110891 BURIEN, WA

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,922

+$922 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,774

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

Sunrise Financial Services, LLC holds $32,425 across 5 Insurance - Property & Casualty names. TRV ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIZ	Assurant, Inc.	50	$13,426
2	TRV	Travelers Companies, Inc. This page	24	$7,922
3	MKL	Markel Group Inc.	3	$5,859
4	ORI	Old Republic International Corp	81	$3,314
5	WRB	Berkley W R Corp	27	$1,904

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,922	24	0.0%	Shares	Sole	2026-08-12
2026-03-31	$7,000	24	0.0%	Shares	Sole	2026-04-29
2025-12-31	$6,961	24	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.