SAGESPRING WEALTH PARTNERS, LLC
Position in TRV — Travelers Companies, Inc.
CIK 2056425
FRANKLIN, TN
Position in TRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,251,154
+$229,399 QoQ
Shares Held
3,790
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#745
of 1,829 holders
Holding Since
Dec 2024
6 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,964,925 across 9 Insurance - Property & Casualty names. TRV ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
11,402 | $3,885,117 | |
| 2 | ALL |
Allstate Corp
|
7,841 | $1,865,687 | |
| 3 | PGR |
Progressive Corp/Oh/
|
6,536 | $1,427,789 | |
| 4 | TRV |
Travelers Companies, Inc.
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|
3,790 | $1,251,154 | |
| 5 | WRB |
Berkley W R Corp
|
7,042 | $496,672 | |
| 6 | ORI |
Old Republic International Corp
|
8,086 | $330,879 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,586 | $293,632 | |
| 8 | MKL |
Markel Group Inc.
|
107 | $208,972 |
All Filings in TRV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,154 | 3,790 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,021,755 | 3,503 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $978,082 | 3,372 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $756,127 | 2,708 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $539,762 | 2,041 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $361,094 | 1,499 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||