EP Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1540569 TORRANCE, CA

Position in TRV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,558,425

+$9,601,082 QoQ

Shares Held

38,042

+275.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#270

of 1,828 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names. TRV ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	195,664	$46,556,292
2	TRV	Travelers Companies, Inc. This page	38,042	$12,558,425
3	CB	Chubb Ltd	17,017	$5,798,372
4	PGR	Progressive Corp/Oh/	9,061	$1,979,375
5	WRB	Berkley W R Corp	16,943	$1,194,989
6	MKL	Markel Group Inc.	367	$716,754
7	SIGI	Selective Insurance Group Inc	5,808	$563,434
8	UVE	Universal Insurance Holdings, Inc.	13,482	$557,615

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,558,425	38,042	+275.2%	Shares	Sole	2026-08-12
2026-03-31	$2,957,343	10,139	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$2,950,490	10,172	+31.8%	Shares	Sole	2026-02-18
2025-06-30	$2,064,873	7,718	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$2,039,779	7,713	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$1,812,938	7,526	+22.8%	Shares	Sole	2025-02-14
2024-09-30	$1,434,921	6,129	+117.6%	Shares	Sole	2024-11-15
2024-06-30	$572,808	2,817	+10.2%	Shares	Sole	2024-08-19
2024-03-31	$588,237	2,556	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$488,225	2,563	-99.1%	Shares	Sole	2024-02-28
2023-06-30	$572,682	298,048	+214.9%	Shares	Sole	2023-08-14
2023-03-31	$16,223,785	94,649	+5241.4%	Shares	Sole	2023-06-05
2022-12-31	$332,232	1,772	+34.2%	Shares	Sole	2023-06-12
2022-06-30	$223,251	1,320	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.