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Sagespring Wealth Partners’s Travelers Companies TRV Stock Holding History

Sagespring Wealth Partners’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.02M Buy
3,503
+131
+4% +$38.4K 0.02% 317
2025
Q4 		$978K Buy
3,372
+664
+25% +$187K 0.02% 312
2025
Q3 		$756K Buy
2,708
+270
+11% +$72.3K 0.01% 356
2025
Q2 		$652K Buy
2,438
+397
+19% +$105K 0.01% 368
2025
Q1 		$540K Buy
2,041
+542
+36% +$135K 0.01% 368
2024
Q4 		$361K Buy
+1,499
New +$374K 0.01% 425

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sagespring Wealth Partners's TRV Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Travelers Companies (TRV) stake by 3.9% in Q1 2026, buying an estimated $38.4K and bringing the position to 3,503 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #317.

Sagespring Wealth Partners first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Sagespring Wealth Partners held 3,503 shares of Travelers Companies worth $1.02M as of Q1 2026.
  • Sagespring Wealth Partners bought 131 Travelers Companies shares in Q1 2026, an estimated $38.4K.
  • Travelers Companies made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #317 holding.
  • Sagespring Wealth Partners first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.