PDS Planning, Inc

Position in TRV — Travelers Companies, Inc.

CIK 838618 DUBLIN, OH

Position in TRV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$672,454

+$80,927 QoQ

Shares Held

2,037

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#941

of 1,828 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $7,096,322 across 7 Insurance - Property & Casualty names. TRV ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	19,286	$3,570,610
2	CB	Chubb Ltd	2,786	$949,301
3	TRV	Travelers Companies, Inc. This page	2,037	$672,454
4	PGR	Progressive Corp/Oh/	3,008	$657,097
5	ALL	Allstate Corp	2,581	$614,123
6	SLDE	Slide Insurance Holdings, Inc.	21,000	$406,770
7	L	Loews Corp	1,996	$225,967

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,454	2,037	+0.4%	Shares	Sole	2026-08-05
2026-03-31	$591,527	2,028	+2.8%	Shares	Sole	2026-04-22
2025-12-31	$572,288	1,973	+0.6%	Shares	Sole	2026-01-26
2025-09-30	$547,829	1,962	-0.5%	Shares	Sole	2025-10-21
2025-06-30	$527,321	1,971	+3.0%	Shares	Sole	2025-07-24
2025-03-31	$505,911	1,913	+5.1%	Shares	Sole	2025-04-24
2024-12-31	$438,660	1,821	+4.1%	Shares	Sole	2025-02-10
2024-09-30	$409,710	1,750	+1.7%	Shares	Sole	2024-10-30
2024-06-30	$349,744	1,720	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$394,920	1,716	+4.1%	Shares	Sole	2024-05-01
2023-12-31	$314,118	1,649	+28.8%	Shares	Sole	2024-02-01
2023-09-30	$209,036	1,280	-19.0%	Shares	Sole	2023-10-23
2023-06-30	$274,382	1,580	+26.0%	Shares	Sole	2023-07-21
2023-03-31	$214,948	1,254	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.