ELEVATION POINT WEALTH PARTNERS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1744349
DENVER, CO
Position in TRV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,847,681
+$90,018 QoQ
Shares Held
5,597
-7.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#646
of 1,829 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,463,600 across 10 Insurance - Property & Casualty names. TRV ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
22,019 | $5,239,200 | |
| 2 | PGR |
Progressive Corp/Oh/
|
19,974 | $4,363,320 | |
| 3 | L |
Loews Corp
|
18,885 | $2,137,970 | |
| 4 | TRV |
Travelers Companies, Inc.
This page
|
5,597 | $1,847,681 | |
| 5 | CB |
Chubb Ltd
|
5,408 | $1,842,721 | |
| 6 | WRB |
Berkley W R Corp
|
15,566 | $1,097,869 | |
| 7 | MKL |
Markel Group Inc.
|
338 | $660,117 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
294 | $609,576 |
All Filings in TRV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,847,681 | 5,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,757,663 | 6,026 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,376,044 | 4,744 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,593,508 | 5,707 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $497,891 | 1,861 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $491,895 | 1,860 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $448,055 | 1,860 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $403,622 | 1,724 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $321,887 | 1,583 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $364,311 | 1,583 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $746,720 | 3,920 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $644,584 | 3,947 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $701,760 | 4,041 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $682,383 | 3,981 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,184,374 | 6,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $577,104 | 3,767 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $264,519 | 1,564 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $289,809 | 1,586 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $244,656 | 1,564 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $237,743 | 1,564 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||