Quotient Wealth Partners, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2004904 DALLAS, TX

Position in TRV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$522,910

+$88,016 QoQ

Shares Held

1,584

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,029

of 1,829 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $1,976,959 across 5 Insurance - Property & Casualty names. TRV ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,573	$535,984
2	TRV	Travelers Companies, Inc. This page	1,584	$522,910
3	PGR	Progressive Corp/Oh/	1,795	$392,117
4	ALL	Allstate Corp	1,365	$324,788
5	MKL	Markel Group Inc.	103	$201,160

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,910	1,584	+6.2%	Shares	Sole	2026-08-03
2026-03-31	$434,894	1,491	-3.7%	Shares	Sole	2026-04-16
2025-12-31	$449,302	1,549	-6.3%	Shares	Sole	2026-01-22
2025-09-30	$461,829	1,654	-9.9%	Shares	Sole	2025-10-10
2025-06-30	$491,203	1,836	-11.3%	Shares	Sole	2025-07-29
2025-03-31	$547,696	2,071	-17.7%	Shares	Sole	2025-04-30
2024-12-31	$606,320	2,517	-22.7%	Shares	Sole	2025-01-28
2024-09-30	$762,060	3,255	-7.4%	Shares	Sole	2024-10-09
2024-06-30	$715,146	3,517	+88.4%	Shares	Sole	2024-07-24
2024-03-31	$429,671	1,867	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.