EARNED WEALTH ADVISORS, LLC

Position in TRV — Travelers Companies, Inc.

CIK 1905663 WALNUT CREEK, CA

Position in TRV

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

Position Value

$327,148

-$266,129 QoQ

Shares Held

991

-51.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,270

of 1,829 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EARNED WEALTH ADVISORS, LLC holds $1,665,646 across 5 Insurance - Property & Casualty names. TRV ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,385	$471,924
2	TRV	Travelers Companies, Inc. This page	991	$327,148
3	ALL	Allstate Corp	1,347	$320,505
4	PGR	Progressive Corp/Oh/	1,270	$277,431
5	CINF	Cincinnati Financial Corp	1,451	$268,638

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,148	991	-51.3%	Shares	Sole	2026-08-14
2026-03-31	$593,277	2,034	+13.8%	Shares	Sole	2026-05-07
2025-12-31	$518,337	1,787	+48.2%	Shares	Sole	2026-01-27
2025-09-30	$336,739	1,206	+23.9%	Shares	Sole	2025-10-22
2025-06-30	$260,316	973	-26.2%	Shares	Sole	2025-08-04
2025-03-31	$348,558	1,318	+158.9%	Shares	Sole	2025-05-09
2024-09-30	$119,167	509	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.