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Phillip James Consulting Co.

Position in TRV — Travelers Companies, Inc.

CIK 2111830 PLYMOUTH, MN

Position in TRV

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,320
+$154 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,812
of 1,829 holders
Holding Since
Mar 2026
2 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, 2026

Phillip James Consulting Co. holds $3,581 across 3 Insurance - Property & Casualty names. TRV ranks #1 (36.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TRV
Travelers Companies, Inc.
This page
4 $1,320

All Filings in TRV

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,320 4
2026-03-31 $1,166 4