Sargent Investment Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1766157 BETHESDA, MD

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$232,404

+$26,770 QoQ

Shares Held

704

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,456

of 1,829 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sargent Investment Group, LLC holds $1,289,742 across 3 Insurance - Property & Casualty names. TRV ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	3,101	$677,413
2	CB	Chubb Ltd	1,115	$379,925
3	TRV	Travelers Companies, Inc. This page	704	$232,404

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,404	704	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$205,634	705	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.