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Downshift Financial, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2118380 BOULDER, CO

Position in TRV

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,272
New position
Shares Held
19
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,779
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, 2026

Downshift Financial, LLC holds $38,939 across 3 Insurance - Property & Casualty names. TRV ranks #3 (16.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TRV
Travelers Companies, Inc.
This page
19 $6,272

All Filings in TRV

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $6,272 19