Signature Wealth Management Partners, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1824694
MONTVALE, NJ
Position in TRV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$247,590
+$25,039 QoQ
Shares Held
750
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,422
of 1,829 holders
Holding Since
Mar 2024
7 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, 2026Signature Wealth Management Partners, LLC holds $1,150,892 across 2 Insurance - Property & Casualty names. TRV ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
|
7,979 | $903,302 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
750 | $247,590 |
All Filings in TRV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,590 | 750 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $222,551 | 763 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $221,315 | 763 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $213,044 | 763 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $200,655 | 750 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $203,340 | 1,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $230,140 | 1,000 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||