Sagewood Asset Management’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$684K Buy
2,073
+1,040
+101% +$315K 0.15% 120
2026
Q1
$301K Sell
1,033
-204
-16% -$59.8K 0.09% 223
2025
Q4
$359K Buy
+1,237
New +$348K 0.13% 143

Other funds holding TRV

Sagewood Asset Management's TRV Position: Q2 2026 in Review

Sagewood Asset Management increased its Travelers Companies (TRV) stake by 101% in Q2 2026, buying an estimated $315K and bringing the position to 2,073 shares worth $684K. The position accounts for 0.15% of the portfolio, ranked #120.

Sagewood Asset Management first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Sagewood Asset Management held 2,073 shares of Travelers Companies worth $684K as of Q2 2026.
  • Sagewood Asset Management bought 1,040 Travelers Companies shares in Q2 2026, an estimated $315K.
  • Travelers Companies made up 0.15% of Sagewood Asset Management's portfolio in Q2 2026, its #120 holding.
  • Sagewood Asset Management first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.