One Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1725297 SAN FRANCISCO, CA

Position in TRV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$404,727

+$47,128 QoQ

Shares Held

1,226

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,160

of 1,829 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Wealth Advisors, LLC holds $4,081,993 across 6 Insurance - Property & Casualty names. TRV ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	4,055	$1,381,700
2	PGR	Progressive Corp/Oh/	6,149	$1,343,249
3	TRV	Travelers Companies, Inc. This page	1,226	$404,727
4	MKL	Markel Group Inc.	188	$367,165
5	ALL	Allstate Corp	1,492	$355,006
6	WTM	White Mountains Insurance Group Ltd	111	$230,146

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404,727	1,226	0.0%	Shares	Sole	2026-08-06
2026-03-31	$357,599	1,226	0.0%	Shares	Sole	2026-04-21
2025-12-31	$355,613	1,226	0.0%	Shares	Sole	2026-02-02
2025-09-30	$342,323	1,226	0.0%	Shares	Sole	2025-11-03
2025-06-30	$328,004	1,226	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$323,434	1,223	+33.7%	Shares	Sole	2025-05-06
2024-12-31	$220,414	915	-3.0%	Shares	Sole	2025-01-24
2024-09-30	$220,775	943	-3.0%	Shares	Sole	2024-10-16
2024-06-30	$197,646	972	0.0%	Shares	Sole	2024-08-13
2024-03-31	$223,696	972	+475.1%	Shares	Sole	2024-04-15
2022-12-31	$31,685	169	-88.5%	Shares	Sole	2023-02-14
2021-12-31	$229,795	1,469	+2.1%	Shares	Sole	2022-02-14
2021-09-30	$218,742	1,439	+3.5%	Shares	Sole	2021-11-15
2021-03-31	$209,056	1,390	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.