Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$684,338
+$383,033 QoQ
Shares Held
2,073
+100.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#935
of 1,828 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Sagewood Asset Management LP holds $3,913,439 across 8 Insurance - Property & Casualty names. TRV ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,589 | $882,175 | |
| 2 | L |
Loews Corp
|
6,707 | $759,299 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
2,073 | $684,338 | |
| 4 | ALL |
Allstate Corp
|
1,785 | $424,722 | |
| 5 | KMPR |
KEMPER Corp
|
11,318 | $305,133 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
142 | $294,421 | |
| 7 | CNA |
Cna Financial Corp
|
5,828 | $283,299 | |
| 8 | PGR |
Progressive Corp/Oh/
|
1,282 | $280,052 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,338 | 2,073 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $301,305 | 1,033 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $358,804 | 1,237 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||