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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Clearstead Advisors, LLC, 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)
9,273
Value
$3.06M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TRV by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,273$3.06M<0.1%+1,901+25.8%AddedHolders
Q1 20267,372$2.15M<0.1%−461−5.9%ReducedHolders
Q4 20257,833$2.27M<0.1%+1,103+16.4%AddedHolders
Q3 20256,730$1.88M<0.1%−421−5.9%ReducedHolders
Q2 20257,151$1.91M<0.1%+263+3.8%AddedHolders
Q1 20256,888$1.82M<0.1%+639+10.2%AddedHolders
Q4 20246,249$1.51M<0.1%−30−0.5%ReducedHolders
Q3 20246,279$1.47M<0.1%+68+1.1%AddedHolders
Q2 20246,211$1.26M<0.1%+2,456+65.4%AddedHolders
Q1 20243,755$813.2K<0.1%+877+30.5%AddedHolders
Q4 20232,878$548.2K<0.1%+91+3.3%AddedHolders
Q3 20232,787$455.1K<0.1%+886+46.6%AddedHolders
Q2 20231,901$330.2K<0.1%+72+3.9%AddedHolders
Q1 20231,829$313.6K<0.1%+70+4.0%AddedHolders
Q4 20221,759$329.8K<0.1%+21+1.2%AddedHolders
Q3 20221,738$266.0K<0.1%+40+2.4%AddedHolders
Q2 20221,698$287.0K<0.1%+23+1.4%AddedHolders
Q1 20221,675$306.0K<0.1%+158+10.4%AddedHolders
Q4 20211,517$237.0K<0.1%+110+7.8%AddedHolders
Q3 20211,407$214.0K<0.1%+28+2.0%AddedHolders
Q2 20211,379$206.0K<0.1%+12+0.9%AddedHolders
Q1 20211,367$206.0K<0.1%––Holders

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