ELEVATION WEALTH PARTNERS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,262
+$2,887 QoQ
Shares Held
22
+46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,776
of 1,829 holders
Holding Since
Sep 2025
4 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 WEALTH PARTNERS, LLC holds $292,105 across 16 Insurance - Property & Casualty names. TRV ranks #12 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
239 | $81,436 | |
| 2 | ALL |
Allstate Corp
|
211 | $50,205 | |
| 3 | PGR |
Progressive Corp/Oh/
|
132 | $28,835 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
94 | $20,127 | |
| 5 | CNA |
Cna Financial Corp
|
383 | $18,617 | |
| 6 | ORI |
Old Republic International Corp
|
400 | $16,368 | |
| 7 | L |
Loews Corp
|
122 | $13,811 | |
| 8 | CINF |
Cincinnati Financial Corp
|
65 | $12,034 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,262 | 22 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,375 | 15 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,190 | 11 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,071 | 11 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||