Avion Wealth

Position in TRV — Travelers Companies, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in TRV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$22,118

+$4,909 QoQ

Shares Held

+13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,730

of 1,841 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $206,091 across 18 Insurance - Property & Casualty names. TRV ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	281	$66,861
2	CB	Chubb Ltd	125	$42,592
3	PGR	Progressive Corp/Oh/	141	$30,801
4	TRV	Travelers Companies, Inc. This page	67	$22,118
5	L	Loews Corp	95	$10,754
6	CINF	Cincinnati Financial Corp	38	$7,035
7	LMND	Lemonade, Inc.	100	$6,505
8	WRB	Berkley W R Corp	78	$5,501

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,118	67	+13.6%	Shares	Sole	2026-07-31
2026-03-31	$17,209	59	+37.2%	Shares	Sole	2026-05-01
2025-12-31	$12,472	43	-15.7%	Shares	Sole	2026-01-23
2025-09-30	$14,240	51	+2.0%	Shares	Sole	2025-10-24
2025-06-30	$13,377	50	+92.3%	Shares	Sole	2025-07-31
2025-03-31	$6	26	0.0%	Shares	Sole	2025-05-09
2024-12-31	$6,263	26	+8.3%	Shares	Sole	2025-01-29
2024-09-30	$5	24	-7.7%	Shares	Sole	2024-10-18
2024-06-30	$5,286	26	0.0%	Shares	Sole	2024-07-26
2024-03-31	$5,983	26	+30.0%	Shares	Sole	2024-05-03
2023-12-31	$3,809	20	+33.3%	Shares	Sole	2024-01-26
2023-09-30	$2	15	+7.1%	Shares	Sole	2023-10-20
2023-06-30	$521	14	+366.7%	Shares	Sole	2023-07-14
2023-03-31	$514	3	-91.2%	Shares	Sole	2023-05-05
2020-12-31	$4,772	34	0.0%	Shares	Sole	2021-01-26
2020-09-30	$3,678	34	0.0%	Shares	Sole	2020-10-30
2020-06-30	$3,877	34	0.0%	Shares	Sole	2020-07-29
2020-03-31	$3,377	34	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.