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Howe & Rusling Inc

SEC CIK
0000769963
Latest filing
Aug 10, 2026

TRV holding history

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

TRV overviewAll 13F holders of TRVFull Q2 2026 holdings

Shares (Q2 2026)
660
Value
$217.9K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2021
Holdings of TRV by Howe & Rusling Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026660$217.9K<0.1%+660NewHolders
Q4 20220$00.0%−530−100.0%Sold outHolders
Q3 2022530$81.0K<0.1%+423+395.3%AddedHolders
Q2 2022107$18.0K<0.1%+95+791.7%AddedHolders
Q1 202212$2.00K<0.1%00.0%UnchangedHolders
Q4 202112$2.00K<0.1%00.0%UnchangedHolders
Q3 202112$2.00K<0.1%00.0%UnchangedHolders
Q2 202112$2.00K<0.1%00.0%UnchangedHolders
Q1 202112$2.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.