Beverly Hills Private Wealth, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1965710 BEVERLY HILLS, CA

Position in TRV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$505,413

+$26,183 QoQ

Shares Held

1,531

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,049

of 1,825 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $5,385,363 across 4 Insurance - Property & Casualty names. TRV ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	10,343	$3,524,272
2	PGR	Progressive Corp/Oh/	3,732	$815,255
3	CINF	Cincinnati Financial Corp	2,919	$540,423
4	TRV	Travelers Companies, Inc. This page	1,531	$505,413

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,413	1,531	-6.8%	Shares	Sole	2026-08-07
2026-03-31	$479,230	1,643	-5.4%	Shares	Sole	2026-05-04
2025-12-31	$503,834	1,737	0.0%	Shares	Sole	2026-02-17
2025-09-30	$485,004	1,737	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$464,982	1,738	-12.4%	Shares	Sole	2025-07-29
2025-03-31	$524,952	1,985	-23.5%	Shares	Sole	2025-04-30
2024-12-31	$625,349	2,596	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$622,991	2,661	-8.6%	Shares	Sole	2024-11-12
2024-06-30	$591,921	2,911	-9.2%	Shares	Sole	2024-08-08
2024-03-31	$738,058	3,207	-10.9%	Shares	Sole	2024-05-09
2023-12-31	$685,381	3,598	-1.5%	Shares	Sole	2024-01-30
2023-09-30	$596,733	3,654	-37.7%	Shares	Sole	2023-11-08
2023-06-30	$1,017,821	5,861	+55.9%	Shares	Sole	2023-08-10
2023-03-31	$644,330	3,759	+76.6%	Shares	Sole	2023-05-04
2022-12-31	$398,978	2,128	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.