Evercore Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1482689
New York, NY
Position in TRV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,047,180
-$12,082 QoQ
Shares Held
10,447
-0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.60246960850004.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3975303914999522.ToString("F0")%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $204,263,990 across 6 Insurance - Property & Casualty names. TRV ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
420,570 | $137,076,379 | |
| 2 | PGR |
Progressive Corp/Oh/
|
317,370 | $62,915,428 | |
| 3 | TRV |
Travelers Companies, Inc.
This page
|
10,447 | $3,047,180 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
200 | $439,392 | |
| 5 | ALL |
Allstate Corp
|
1,915 | $397,055 | |
| 6 | MKL |
Markel Group Inc.
|
203 | $388,556 |
All Filings in TRV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,047,180 | 10,447 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,059,262 | 10,547 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,944,933 | 10,547 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,719,276 | 10,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,886,316 | 10,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,629,073 | 10,914 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,553,078 | 10,905 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,212,542 | 10,881 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,504,153 | 10,881 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,080,150 | 10,920 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,767,994 | 10,826 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,954,022 | 11,252 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $1,792,948 | 10,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,963,207 | 10,471 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,601,093 | 10,451 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,767,577 | 10,451 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,623,820 | 14,359 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,246,178 | 14,359 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,182,711 | 14,359 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,160,015 | 14,428 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,181,251 | 14,503 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,048,980 | 14,597 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,573,623 | 14,545 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,871,901 | 16,413 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,655,170 | 16,660 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||