Sound Income Strategies, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1730960
Ft Lauderdale, FL
Position in TRV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$60,961
+$1,789 QoQ
Shares Held
209
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Sound Income Strategies, LLC holds $205,012 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
1,465 | $205,012 |
All Filings in TRV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,961 | 209 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $59,172 | 204 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $38,253 | 137 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $58,056 | 217 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $28,297 | 107 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $21,920 | 91 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $18,729 | 80 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $103,500 | 509 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $116,220 | 505 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $91,054 | 478 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,328 | 51 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $12,677 | 73 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $21,940 | 128 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $24,936 | 133 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $20,375 | 133 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $9,471 | 56 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $10,232 | 56 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $6,257 | 40 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $1,946 | 13 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||