Position in TRV
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$341,013
+$87,544 QoQ
Shares Held
1,033
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,238
of 1,829 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Westmount Partners, LLC holds $773,825 across 2 Insurance - Property & Casualty names. TRV ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,819 | $432,812 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
1,033 | $341,013 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,013 | 1,033 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $253,469 | 869 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $251,772 | 868 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||