SEC 13F Intelligence

Spurstone Advisory Services, LLC / TRV

Spurstone Advisory Services, LLC’s Travelers Companies Inc Position

Does Spurstone Advisory Services, LLC own Travelers Companies Inc (TRV)? Yes — 596 shares worth $173,841 (+2.98% of its 13F portfolio) as of Q1 2026.

Position Value
$173,841
Q1 2026
Shares
596
% of Portfolio
+2.98%
Quarters Held
6
currently held

Position History TRV

Reported value by quarter
Q4 ’24: $143,570Q4 ’24Q1 ’25: $157,618Q1 ’25Q2 ’25: $159,453Q2 ’25Q3 ’25: $166,415Q3 ’25Q4 ’25: $172,876Q4 ’25Q1 ’26: $173,841Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026596$173,841+2.98%
Q4 2025596$172,876+2.72%
Q3 2025596$166,415+2.39%
Q2 2025596$159,453+2.42%
Q1 2025596$157,618+3.07%
Q4 2024596$143,570+2.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spurstone Advisory Services, LLC’s full portfolio or all institutional holders of TRV.