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Shah Wealth Advisors, LLC

Position in TRV — Travelers Companies, Inc.

CIK 2149018 CHINO HILLS, CA

Position in TRV

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$308,001
New position
Shares Held
933
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,300
of 1,825 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Shah Wealth Advisors, LLC holds $2,448,982 across 4 Insurance - Property & Casualty names. TRV ranks #4 (12.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TRV
Travelers Companies, Inc.
This page
933 $308,001

All Filings in TRV

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $308,001 933