Shah Wealth Advisors, LLC

SEC CIK: 0002149018
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

TRV holding history

Travelers Companies, Inc. in every 13F filed by Shah Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRV overview All 13F holders of TRV Full Q2 2026 holdings

Shares (Q2 2026): 933
Value: $308.0K
% of portfolio: 0.1%
Quarters held: 1; Since Q2 2026

Holdings of TRV by Shah Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	933	$308.0K	0.1%	–	No prior filing	Holders