Sovereign Financial Group, Inc.

Position in TRV — Travelers Companies, Inc.

CIK 1846175 STAMFORD, CT

Position in TRV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$331,440

+$38,302 QoQ

Shares Held

1,004

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,257

of 1,829 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $2,048,972 across 4 Insurance - Property & Casualty names. TRV ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	5,182	$1,233,005
2	TRV	Travelers Companies, Inc. This page	1,004	$331,440
3	THG	Hanover Insurance Group, Inc.	1,260	$269,791
4	PGR	Progressive Corp/Oh/	983	$214,736

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,440	1,004	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$293,138	1,005	+1.9%	Shares	Sole	2026-04-17
2025-12-31	$285,999	986	+1.9%	Shares	Sole	2026-01-07
2025-09-30	$270,284	968	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$259,246	969	+0.5%	Shares	Sole	2025-07-25
2025-03-31	$254,939	964	-1.6%	Shares	Sole	2025-04-11
2024-12-31	$236,072	980	-0.6%	Shares	Sole	2025-01-14
2024-09-30	$230,842	986	-0.2%	Shares	Sole	2024-10-08
2024-06-30	$200,899	988	0.0%	Shares	Sole	2024-07-15
2024-03-31	$227,378	988	-19.0%	Shares	Sole	2024-04-15
2023-06-30	$211,865	1,220	0.0%	Shares	Sole	2023-07-31
2023-03-31	$209,120	1,220	0.0%	Shares	Sole	2023-05-04
2022-12-31	$228,737	1,220	+10.1%	Shares	Sole	2023-02-14
2022-03-31	$202,464	1,108	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.