SkyOak Wealth, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1800379 SOUTHFIELD, MI

Position in TRV

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$744,659

-$44,594 QoQ

Shares Held

2,553

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

SkyOak Wealth, LLC holds $1,194,953 across 4 Insurance - Property & Casualty names. TRV ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	2,553	$744,659
2	PLMR	Palomar Holdings, Inc.	1,991	$237,924
3	KNSL	Kinsale Capital Group, Inc.	597	$203,971
4	PRHI	Presurance Holdings, Inc.	16,469	$8,399

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$744,659	2,553	-6.2%	Shares	Sole	2026-04-30
2025-12-31	$789,253	2,721	0.0%	Shares	Sole	2026-02-05
2025-09-30	$759,757	2,721	0.0%	Shares	Sole	2025-10-23
2025-06-30	$727,976	2,721	0.0%	Shares	Sole	2025-07-30
2025-03-31	$719,595	2,721	0.0%	Shares	Sole	2025-05-01
2024-12-31	$655,461	2,721	+0.2%	Shares	Sole	2025-01-24
2024-09-30	$635,635	2,715	-0.4%	Shares	Sole	2024-11-04
2024-06-30	$554,508	2,727	0.0%	Shares	Sole	2024-08-12
2024-03-31	$627,591	2,727	0.0%	Shares	Sole	2024-04-29
2023-12-31	$519,466	2,727	-3.3%	Shares	Sole	2024-01-12
2023-09-30	$460,534	2,820	-6.3%	Shares	Sole	2023-10-24
2023-06-30	$522,890	3,011	0.0%	Shares	Sole	2023-07-20
2023-03-31	$516,115	3,011	0.0%	Shares	Sole	2023-05-02
2022-12-31	$564,532	3,011	0.0%	Shares	Sole	2023-01-26
2022-09-30	$461,285	3,011	0.0%	Shares	Sole	2022-10-25
2022-06-30	$509,250	3,011	0.0%	Shares	Sole	2022-07-26
2022-03-31	$550,200	3,011	-2.5%	Shares	Sole	2022-04-18
2021-12-31	$482,899	3,087	+3.3%	Shares	Sole	2022-01-24
2021-09-30	$454,357	2,989	+1.9%	Shares	Sole	2021-10-21
2021-06-30	$438,949	2,932	+5.7%	Shares	Sole	2021-07-19
2021-03-31	$417,059	2,773	0.0%	Shares	Sole	2021-04-29
2020-12-31	$389,246	2,773	0.0%	Shares	Sole	2021-02-02
2020-09-30	$300,010	2,773	+2.7%	Shares	Sole	2020-11-03
2020-06-30	$307,935	2,700	0.0%	Shares	Sole	2020-08-10
2020-03-31	$268,245	2,700	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.