Sound View Wealth Advisors Group, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1784777 SAVANNAH, GA

Position in TRV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$734,186

+$86,949 QoQ

Shares Held

2,224

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#915

of 1,829 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $9,153,711 across 5 Insurance - Property & Casualty names. TRV ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	18,341	$4,006,591
2	WRB	Berkley W R Corp	46,743	$3,296,783
3	TRV	Travelers Companies, Inc. This page	2,224	$734,186
4	CB	Chubb Ltd	2,069	$704,991
5	ALL	Allstate Corp	1,728	$411,160

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$734,186	2,224	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$647,237	2,219	-1.2%	Shares	Sole	2026-05-06
2025-12-31	$651,184	2,245	-8.7%	Shares	Sole	2026-01-08
2025-09-30	$686,881	2,460	-1.7%	Shares	Sole	2025-11-10
2025-06-30	$669,385	2,502	-3.6%	Shares	Sole	2025-08-07
2025-03-31	$686,538	2,596	-10.5%	Shares	Sole	2025-05-08
2024-12-31	$698,581	2,900	+3.6%	Shares	Sole	2025-02-07
2024-09-30	$655,536	2,800	+16.1%	Shares	Sole	2024-11-12
2024-06-30	$490,456	2,412	0.0%	Shares	Sole	2024-08-05
2024-03-31	$555,097	2,412	-12.2%	Shares	Sole	2024-05-09
2023-12-31	$523,276	2,747	+20.1%	Shares	Sole	2024-02-08
2023-09-30	$373,489	2,287	+8.3%	Shares	Sole	2023-11-07
2023-06-30	$366,596	2,111	-3.7%	Shares	Sole	2023-08-08
2023-03-31	$375,559	2,191	-20.2%	Shares	Sole	2023-05-12
2022-12-31	$515,035	2,747	+58.0%	Shares	Sole	2024-02-13
2021-03-31	$261,545	1,739	+1.9%	Shares	Sole	2021-04-28
2020-12-31	$239,611	1,707	-4.2%	Shares	Sole	2021-02-02
2020-06-30	$203,123	1,781	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.