Avion Wealth

Position in TRV — Travelers Companies, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in TRV

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$17,209

+$4,737 QoQ

Shares Held

+37.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Avion Wealth holds $164,559 across 16 Insurance - Property & Casualty names. TRV ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	256	$53,079
2	CB	Chubb Ltd	120	$39,111
3	PGR	Progressive Corp/Oh/	106	$21,013
4	TRV	Travelers Companies, Inc. This page	59	$17,209
5	L	Loews Corp	80	$8,539
6	LMND	Lemonade, Inc.	100	$6,268
7	CINF	Cincinnati Financial Corp	38	$5,979
8	ORI	Old Republic International Corp	113	$4,508

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$6,875	26	0.0%	Shares	Sole	2025-05-09
2024-12-31	$6,263	26	+8.3%	Shares	Sole	2025-01-29
2024-09-30	$5,618	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	$2,449	15	+7.1%	Shares	Sole	2023-10-20
2023-06-30	$2,430	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.