ACTION POINT FINANCIAL PLANNING, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in TRV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,493
New position
Shares Held
259
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,623
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,307,304 across 25 Insurance - Property & Casualty names. TRV ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
176 | $343,728 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,564 | $341,650 | |
| 3 | CB |
Chubb Ltd
|
737 | $251,105 | |
| 4 | CINF |
Cincinnati Financial Corp
|
655 | $121,263 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
259 | $85,493 | |
| 6 | ALL |
Allstate Corp
|
179 | $42,586 | |
| 7 | L |
Loews Corp
|
232 | $26,261 | |
| 8 | WRB |
Berkley W R Corp
|
219 | $15,443 |
All Filings in TRV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,493 | 259 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||