Foundations Investment Advisors, LLC

Endowment

Position in TRV — Travelers Companies, Inc.

CIK 1743404 PHOENIX, AZ

Position in TRV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,266,670

+$106,951 QoQ

Shares Held

3,837

-3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#743

of 1,829 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $9,799,110 across 7 Insurance - Property & Casualty names. TRV ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	18,419	$4,382,616
2	PGR	Progressive Corp/Oh/	6,590	$1,439,585
3	TRV	Travelers Companies, Inc. This page	3,837	$1,266,670
4	THG	Hanover Insurance Group, Inc.	5,433	$1,163,313
5	CB	Chubb Ltd	2,375	$809,257
6	CINF	Cincinnati Financial Corp	2,832	$524,316
7	WRB	Berkley W R Corp	3,025	$213,353

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,266,670	3,837	-3.5%	Shares	Sole	2026-08-14
2026-03-31	$1,159,719	3,976	+3.6%	Shares	Sole	2026-05-11
2025-12-31	$1,113,250	3,838	+8.3%	Shares	Sole	2026-02-10
2025-09-30	$989,555	3,544	+12.7%	Shares	Sole	2025-11-03
2025-06-30	$841,680	3,146	+16.2%	Shares	Sole	2025-08-08
2025-03-31	$716,157	2,708	+12.2%	Shares	Sole	2025-05-07
2024-12-31	$581,508	2,414	+16.9%	Shares	Sole	2025-01-22
2024-09-30	$483,457	2,065	+87.2%	Shares	Sole	2024-10-21
2024-06-30	$224,284	1,103	-23.7%	Shares	Sole	2024-08-02
2023-12-31	$275,258	1,445	+24.9%	Shares	Sole	2024-02-08
2022-12-31	$216,925	1,157	-2.4%	Shares	Sole	2023-01-11
2022-06-30	$200,588	1,186	—	Shares	Sole	2022-07-08
No filing history on record for this holder in this stock.