Impact Partnership Wealth, LLC TRV — TRAVELERS COMPANIES INC

Ownership history in Impact Partnership Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Impact Partnership Wealth, LLC reported TRAVELERS COMPANIES INC (TRV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2025 Q4. The latest visible filing shows TRV at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Impact Partnership Wealth, LLC's position in TRAVELERS COMPANIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TRV was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TRV stock page Impact Partnership Wealth, LLC fund profile Impact Partnership Wealth, LLC full holdings
How Impact Partnership Wealth, LLC held TRV — position size vs. price
% of Fund (quarterly)    TRV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 5,059 +1,213 +31.5% 0.19% $1.5M 2026-02-10 $297.53
2025 Q3 ADDED — — — 3,846 +955 +33.0% 0.16% $1.1M 2025-11-03 $265.64
2025 Q2 ADDED — — — 2,891 +147 +5.4% 0.14% $773K 2025-08-04 $259.96
2025 Q1 ADDED — — — 2,744 +509 +22.8% 0.15% $726K 2025-05-05 $263.36
2024 Q4 INITIATED — — — 2,235 — — 0.11% $538K 2025-01-21 $234.47

🏢 Other funds also holding TRV

As of 2026 Q1 — sorted by position size

R.H. Investment Group, LLC 4.73% Murphy Pohlad Asset Management LLC 3Y 7Y 3.34% Elevate Capital Advisors, LLC 3.24% Spurstone Advisory Services, LLC 2.98% Steigerwald, Gordon & Koch Inc. 3Y 7Y 2.83% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 2.14% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 2.14% William B. Walkup & Associates, Inc. 2.07% Sawyer & Company, Inc 3Y 7Y 1.9% CHEMUNG CANAL TRUST CO 3Y 7Y 1.76%

FAQ About Impact Partnership Wealth, LLC and TRV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Impact Partnership Wealth, LLC reported owning TRV?

Impact Partnership Wealth, LLC reported TRV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported TRV position in Impact Partnership Wealth, LLC's portfolio?

The largest reported portfolio weight for TRV was 0.19% in 2025 Q4.

What is the latest reported TRV position on this page?

The most recent filing on this page is 2025 Q4, when Impact Partnership Wealth, LLC reported 5,059 shares, equal to 0.19% of portfolio, with an estimated market value of $1.5M.

What does the chart on this TRV ownership page compare?

The chart compares Impact Partnership Wealth, LLC's quarterly TRV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Impact Partnership Wealth, LLC time their TRV position?

Based on 13F filing dates vs. subsequent TRV price moves, Impact Partnership Wealth, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on TRV relative to SPY over the holding period was +8.8%.

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