Position in TRV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$174,633
New position
Shares Held
529
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,553
of 1,829 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 95%
Shared 5%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Evelyn Partners Group Ltd holds $141,704,180 across 7 Insurance - Property & Casualty names. TRV ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
366,014 | $124,715,607 | |
| 2 | MKL |
Markel Group Inc.
|
8,193 | $16,001,010 | |
| 3 | ALL |
Allstate Corp
|
1,390 | $330,736 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
154 | $319,302 | |
| 5 | TRV |
Travelers Companies, Inc.
This page
|
529 | $174,633 | |
| 6 | PGR |
Progressive Corp/Oh/
|
485 | $105,948 | |
| 7 | L |
Loews Corp
|
503 | $56,944 |
All Filings in TRV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,633 | 529 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||