Larry Mathis Financial Planning, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2118274 PHOENIX, AZ

Position in TRV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$375,676

+$47,536 QoQ

Shares Held

1,138

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,195

of 1,825 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Larry Mathis Financial Planning, LLC holds $1,707,477 across 5 Insurance - Property & Casualty names. TRV ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	2,652	$579,329
2	TRV	Travelers Companies, Inc. This page	1,138	$375,676
3	ALL	Allstate Corp	1,438	$342,157
4	CINF	Cincinnati Financial Corp	1,129	$209,023
5	WRB	Berkley W R Corp	2,854	$201,292

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,676	1,138	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$328,140	1,125	-1.1%	Shares	Sole	2026-04-22
2025-12-31	$330,088	1,138	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.