Burney Co

SEC CIK: 0000940445
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

TRV holding history

Travelers Companies, Inc. in every 13F filed by Burney Co, 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): 9,890
Value: $3.26M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TRV by Burney Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,890	$3.26M	0.1%	+50+0.5%	Added	Holders
Q1 2026	9,840	$2.87M	0.1%	−1,469−13.0%	Reduced	Holders
Q4 2025	11,309	$3.28M	0.1%	−19−0.2%	Reduced	Holders
Q3 2025	11,328	$3.16M	0.1%	−86−0.8%	Reduced	Holders
Q2 2025	11,414	$3.05M	0.1%	+125+1.1%	Added	Holders
Q1 2025	11,289	$2.99M	0.1%	−395−3.4%	Reduced	Holders
Q4 2024	11,684	$2.81M	0.1%	+189+1.6%	Added	Holders
Q3 2024	11,495	$2.69M	0.1%	−743−6.1%	Reduced	Holders
Q2 2024	12,238	$2.49M	0.1%	−562−4.4%	Reduced	Holders
Q1 2024	12,800	$2.95M	0.1%	−1,402−9.9%	Reduced	Holders
Q4 2023	14,202	$2.71M	0.1%	−1,213−7.9%	Reduced	Holders
Q3 2023	15,415	$2.52M	0.1%	−30,587−66.5%	Reduced	Holders
Q2 2023	46,002	$7.99M	0.4%	+7,421+19.2%	Added	Holders
Q1 2023	38,581	$6.61M	0.3%	−1,234−3.1%	Reduced	Holders
Q4 2022	39,815	$7.46M	0.4%	−8,153−17.0%	Reduced	Holders
Q3 2022	47,968	$7.35M	0.4%	+3,857+8.7%	Added	Holders
Q2 2022	44,111	$7.46M	0.4%	+617+1.4%	Added	Holders
Q1 2022	43,494	$7.95M	0.4%	−7,130−14.1%	Reduced	Holders
Q4 2021	50,624	$7.92M	0.3%	+5,205+11.5%	Added	Holders
Q3 2021	45,419	$6.90M	0.3%	+1,735+4.0%	Added	Holders
Q2 2021	43,684	$6.54M	0.3%	+465+1.1%	Added	Holders
Q1 2021	43,219	$6.50M	0.3%	–	–	Holders

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