Perigon Wealth Management, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,887,158
+$1,609,472 QoQ
Shares Held
42,067
-0.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#257
of 1,829 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. TRV ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
This page
|
42,067 | $13,887,158 | |
| 2 | CB |
Chubb Ltd
|
12,711 | $4,331,146 | |
| 3 | CNA |
Cna Financial Corp
|
29,176 | $1,418,245 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,209 | $1,356,356 | |
| 5 | ALL |
Allstate Corp
|
5,366 | $1,276,786 | |
| 6 | MKL |
Markel Group Inc.
|
420 | $820,264 | |
| 7 | RLI |
Rli Corp
|
13,244 | $782,323 | |
| 8 | ORI |
Old Republic International Corp
|
12,871 | $526,681 |
All Filings in TRV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,887,158 | 42,067 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,277,686 | 42,093 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $11,448,378 | 39,469 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,199,514 | 40,110 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,928,944 | 37,112 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,417,949 | 35,612 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,529,914 | 35,410 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,700,367 | 37,162 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,454,647 | 36,661 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,508,045 | 36,969 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,530,831 | 39,534 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,423,145 | 39,331 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,167,121 | 41,271 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,943,476 | 40,508 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,548,347 | 40,260 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $4,766,971 | 31,116 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $5,354,486 | 31,659 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,822,691 | 31,865 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,966,808 | 31,751 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,827,837 | 31,760 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,702,690 | 31,412 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,719,100 | 31,377 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $3,141,296 | 29,035 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,365,615 | 29,510 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,886,216 | 29,051 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||