SOA Wealth Advisors, LLC.

Position in TRV — Travelers Companies, Inc.

CIK 1849444 NEW YORK, NY

Position in TRV

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$23,108

+$2,108 QoQ

Shares Held

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,712

of 1,829 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $766,376 across 5 Insurance - Property & Casualty names. TRV ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	2,802	$612,096
2	ALL	Allstate Corp	383	$91,131
3	CB	Chubb Ltd	112	$38,162
4	TRV	Travelers Companies, Inc. This page	70	$23,108
5	AIZ	Assurant, Inc.	7	$1,879

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,108	70	-2.8%	Shares	Sole	2026-07-21
2026-03-31	$21,000	72	-39.5%	Shares	Sole	2026-05-20
2025-12-31	$34,517	119	0.0%	Shares	Sole	2026-01-20
2025-09-30	$33,227	119	+65.3%	Shares	Sole	2025-10-21
2025-06-30	$19,262	72	0.0%	Shares	Sole	2025-07-18
2025-03-31	$19,041	72	0.0%	Shares	Sole	2025-04-14
2024-12-31	$17,344	72	0.0%	Shares	Sole	2025-02-06
2024-09-30	$16,856	72	0.0%	Shares	Sole	2024-11-20
2024-06-30	$14,640	72	0.0%	Shares	Sole	2024-07-17
2024-03-31	$16,570	72	0.0%	Shares	Sole	2024-04-10
2023-12-31	$13,715	72	-1.4%	Shares	Sole	2024-02-13
2023-09-30	$11,921	73	+1.4%	Shares	Sole	2023-10-10
2023-06-30	$12,503	72	-20.9%	Shares	Sole	2023-07-07
2023-03-31	$15,598	91	0.0%	Shares	Sole	2023-04-28
2022-12-31	$17,061	91	0.0%	Shares	Sole	2023-01-10
2022-09-30	$13,941	91	0.0%	Shares	Sole	2022-10-07
2022-06-30	$15,390	91	-31.1%	Shares	Sole	2022-07-13
2022-03-31	$24,120	132	0.0%	Shares	Sole	2022-04-07
2021-12-31	$20,648	132	+16.8%	Shares	Sole	2022-01-13
2021-09-30	$17,177	113	+20.2%	Shares	Sole	2021-10-12
2021-06-30	$14,072	94	+14.6%	Shares	Sole	2021-07-14
2021-03-31	$12,332	82	-12.8%	Shares	Sole	2021-04-26
2020-12-31	$13,194	94	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.