Spartan Wealth Advisory Services LLC
Position in TRV — Travelers Companies, Inc.
CIK 2075193
BINGHAM FARMS, MI
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,958,932
+$198,644 QoQ
Shares Held
5,934
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#629
of 1,829 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $2,252,990 across 2 Insurance - Property & Casualty names. TRV ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
5,934 | $1,958,932 | |
| 2 | CB |
Chubb Ltd
|
863 | $294,058 |
All Filings in TRV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,958,932 | 5,934 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,760,288 | 6,035 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||