Evelyn Partners Asset Management Ltd
Position in TRV — Travelers Companies, Inc.
CIK 2065207
London, X0
Position in TRV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,458
+$47 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $3,322,529 across 7 Insurance - Property & Casualty names. TRV ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,628 | $2,812,124 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
154 | $338,331 | |
| 3 | PGR |
Progressive Corp/Oh/
|
485 | $96,146 | |
| 4 | L |
Loews Corp
|
503 | $53,690 | |
| 5 | ALL |
Allstate Corp
|
48 | $9,952 | |
| 6 | TRV |
Travelers Companies, Inc.
This page
|
29 | $8,458 | |
| 7 | MKL |
Markel Group Inc.
|
2 | $3,828 |
All Filings in TRV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,458 | 29 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,411 | 29 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,941 | 75 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||