Root Financial Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1977181 ENCINITAS, CA

Position in TRV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$501,122

+$128,939 QoQ

Shares Held

1,518

+19.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,061

of 1,841 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,287,861 across 3 Insurance - Property & Casualty names. TRV ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	1,518	$501,122
2	CB	Chubb Ltd	1,450	$494,073
3	ALL	Allstate Corp	1,230	$292,666

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,122	1,518	+19.0%	Shares	Sole	2026-07-29
2026-03-31	$372,183	1,276	+31.3%	Shares	Sole	2026-04-24
2025-12-31	$281,938	972	+17.1%	Shares	Sole	2026-02-10
2025-09-30	$231,752	830	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.