Wealth Preservation Advisors, LLC
Position in TRV — Travelers Companies, Inc.
CIK 1968434
CHATTANOOGA, TN
Position in TRV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,710
+$36,857 QoQ
Shares Held
191
+193.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $346,243 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,585 | $346,243 |
All Filings in TRV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,710 | 191 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,853 | 65 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $17,390 | 65 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,189 | 65 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||