U.S. Capital Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1808915 AUSTIN, TX

Position in TRV

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$18,918,656

+$581,063 QoQ

Shares Held

64,861

+2.6% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $23,790,319 across 5 Insurance - Property & Casualty names. TRV ranks #1 (79.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc. This page	64,861	$18,918,656
2	CB	Chubb Ltd	7,406	$2,413,837
3	ALL	Allstate Corp	7,879	$1,633,631
4	PGR	Progressive Corp/Oh/	3,078	$610,182
5	L	Loews Corp	2,005	$214,013

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,918,656	64,861	+2.6%	Shares	Sole	2026-04-07
2025-12-31	$18,337,593	63,220	+0.0%	Shares	Sole	2026-01-23
2025-09-30	$17,645,307	63,195	+1.6%	Shares	Sole	2025-10-09
2025-06-30	$16,644,733	62,214	+0.6%	Shares	Sole	2025-07-14
2025-03-31	$16,359,495	61,860	+1.5%	Shares	Sole	2025-04-29
2024-12-31	$14,682,727	60,952	-2.7%	Shares	Sole	2025-01-24
2024-09-30	$14,664,106	62,635	+0.5%	Shares	Sole	2024-10-22
2024-06-30	$12,675,605	62,337	+10.4%	Shares	Sole	2024-07-11
2024-03-31	$12,998,077	56,479	-5.0%	Shares	Sole	2024-05-10
2023-12-31	$11,321,011	59,431	+4.2%	Shares	Sole	2024-02-06
2023-09-30	$9,311,282	57,016	+4.9%	Shares	Sole	2023-10-19
2023-06-30	$9,442,415	54,373	+6.9%	Shares	Sole	2023-08-04
2023-03-31	$8,721,855	50,883	+15.1%	Shares	Sole	2023-05-11
2022-12-31	$8,287,620	44,203	-2.0%	Shares	Sole	2023-02-03
2022-09-30	$6,910,392	45,107	+7.3%	Shares	Sole	2022-11-01
2022-06-30	$7,108,872	42,032	-46.5%	Shares	Sole	2022-08-12
2022-03-31	$14,347,228	78,516	+13.7%	Shares	Sole	2022-05-12
2021-12-31	$10,799,145	69,035	+4.4%	Shares	Sole	2022-01-21
2021-09-30	$10,048,469	66,104	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.