Robertson Stephens Wealth Management, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1767307 San Francisco, CA

Back to TRV Full portfolio

Position in TRV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$487,257

+$48,862 QoQ

Shares Held

1,476

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,073

of 1,829 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in TRV Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,989,065 across 3 Insurance - Property & Casualty names. TRV ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,333	$1,135,686
2	TRV	Travelers Companies, Inc. This page	1,476	$487,257
3	PGR	Progressive Corp/Oh/	1,676	$366,122

All Filings in TRV

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,257	1,476	-1.8%	Shares	Sole	2026-07-29
2026-03-31	$438,395	1,503	+1.9%	Shares	Sole	2026-04-28
2025-12-31	$427,838	1,475	+0.7%	Shares	Sole	2026-02-02
2025-09-30	$409,057	1,465	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$395,424	1,478	+0.5%	Shares	Sole	2025-07-24
2025-03-31	$388,756	1,470	-14.9%	Shares	Sole	2025-04-17
2024-12-31	$416,017	1,727	+7.9%	Shares	Sole	2025-01-27
2024-09-30	$374,592	1,600	-2.3%	Shares	Sole	2024-11-12
2024-06-30	$333,070	1,638	-17.4%	Shares	Sole	2024-08-13
2024-03-31	$456,597	1,984	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$378,122	1,985	+4.1%	Shares	Sole	2024-02-06
2023-09-30	$311,268	1,906	+48.3%	Shares	Sole	2023-11-13
2023-06-30	$223,153	1,285	-8.9%	Shares	Sole	2023-08-11
2023-03-31	$241,859	1,411	+15.3%	Shares	Sole	2023-05-11
2022-12-31	$229,487	1,224	-16.7%	Shares	Sole	2023-02-14
2022-09-30	$225,204	1,470	-11.8%	Shares	Sole	2022-11-14
2022-06-30	$281,770	1,666	0.0%	Shares	Sole	2022-08-12
2022-03-31	$304,428	1,666	-1.0%	Shares	Sole	2022-05-16
2021-12-31	$263,115	1,682	-39.7%	Shares	Sole	2022-02-14
2021-03-31	$419,315	2,788	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.