Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,841,342
+$468,818 QoQ
Shares Held
8,607
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#531
of 1,828 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $11,792,470 across 15 Insurance - Property & Casualty names. TRV ranks #4 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
13,961 | $3,049,780 | |
| 2 | CB |
Chubb Ltd
|
8,439 | $2,875,504 | |
| 3 | ALL |
Allstate Corp
|
12,046 | $2,866,224 | |
| 4 | TRV |
Travelers Companies, Inc.
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|
8,607 | $2,841,342 | |
| 5 | L |
Loews Corp
|
826 | $93,511 | |
| 6 | CINF |
Cincinnati Financial Corp
|
99 | $18,328 | |
| 7 | WRB |
Berkley W R Corp
|
191 | $13,471 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
40 | $13,192 |
All Filings in TRV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841,342 | 8,607 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,372,524 | 8,134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,355,867 | 8,122 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,483,660 | 8,895 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,812,850 | 6,776 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $649,513 | 2,456 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,282,411 | 26,080 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,279,465 | 5,465 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $553,084 | 2,720 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $701,466 | 3,048 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $579,470 | 3,042 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $452,858 | 2,773 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $481,906 | 2,775 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $488,347 | 2,849 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $390,354 | 2,082 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $245,732 | 1,604 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $559,651 | 3,309 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $993,868 | 5,439 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $886,488 | 5,667 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $867,065 | 5,704 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $10,319,510 | 68,930 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||