Williams Jones Wealth Management, LLC.
Position in TRV — Travelers Companies, Inc.
CIK 1788587
New York, NY
Position in TRV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$736,497
+$97,135 QoQ
Shares Held
2,231
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 1,021 holders
Holding Since
Mar 2020
23 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, 2026Williams Jones Wealth Management, LLC. holds $50,418,291 across 9 Insurance - Property & Casualty names. TRV ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
160,740 | $35,113,653 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
5,193 | $10,767,113 | |
| 3 | CB |
Chubb Ltd
|
2,943 | $1,002,797 | |
| 4 | ALL |
Allstate Corp
|
3,859 | $918,210 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
2,231 | $736,497 | |
| 6 | WRB |
Berkley W R Corp
|
9,927 | $700,151 | |
| 7 | L |
Loews Corp
|
5,201 | $588,805 | |
| 8 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 |
All Filings in TRV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,497 | 2,231 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $639,362 | 2,192 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $636,391 | 2,194 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $603,952 | 2,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $578,689 | 2,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $572,026 | 2,163 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $521,045 | 2,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $516,936 | 2,208 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $448,771 | 2,207 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $507,918 | 2,207 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $423,268 | 2,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $425,749 | 2,607 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $385,872 | 2,222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $380,873 | 2,222 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $440,226 | 2,348 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $360,632 | 2,354 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $404,051 | 2,389 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $412,301 | 2,754 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $392,243 | 2,608 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $378,297 | 2,695 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $513,577 | 4,747 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $883,545 | 7,747 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $769,664 | 7,747 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||