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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
Q2 		$1.25M Buy
3,790
+287
+8% +$87K 0.02% 299
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sagespring Wealth Partners's TRV Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Travelers Companies (TRV) stake by 8.2% in Q2 2026, buying an estimated $87K and bringing the position to 3,790 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #299.

Sagespring Wealth Partners first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Sagespring Wealth Partners held 3,790 shares of Travelers Companies worth $1.25M as of Q2 2026.
  • Sagespring Wealth Partners bought 287 Travelers Companies shares in Q2 2026, an estimated $87K.
  • Travelers Companies made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #299 holding.
  • Sagespring Wealth Partners first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.