ANGELES WEALTH MANAGEMENT, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1929170 SANTA MONICA, CA

Position in TRV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$328,799

+$44,703 QoQ

Shares Held

996

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,264

of 1,829 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $3,533,318 across 6 Insurance - Property & Casualty names. TRV ranks #5 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	4,776	$1,043,317
2	CB	Chubb Ltd	2,850	$971,109
3	ALL	Allstate Corp	1,972	$469,217
4	THG	Hanover Insurance Group, Inc.	1,864	$399,119
5	TRV	Travelers Companies, Inc. This page	996	$328,799
6	WRB	Berkley W R Corp	4,562	$321,757

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,799	996	+2.3%	Shares	Sole	2026-07-28
2026-03-31	$284,096	974	+11.7%	Shares	Sole	2026-05-06
2025-12-31	$252,932	872	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.