Rothschild Wealth LLC

Position in TRV — Travelers Companies, Inc.

CIK 1811345 OAK BROOK, IL

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$426,515

+$16,705 QoQ

Shares Held

1,292

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,126

of 1,829 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Rothschild Wealth LLC holds $2,437,884 across 4 Insurance - Property & Casualty names. TRV ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,800	$954,072
2	ALL	Allstate Corp	2,959	$704,064
3	TRV	Travelers Companies, Inc. This page	1,292	$426,515
4	PGR	Progressive Corp/Oh/	1,617	$353,233

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,515	1,292	-8.0%	Shares	Sole	2026-08-11
2026-03-31	$409,810	1,405	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.