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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Crestwood Advisors Group 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)
2,928
Value
$966.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of TRV by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,928$966.6K<0.1%+379+14.9%AddedHolders
Q1 20262,549$743.6K<0.1%+117+4.8%AddedHolders
Q4 20252,432$705.5K<0.1%+515+26.9%AddedHolders
Q3 20251,917$535.3K<0.1%+306+19.0%AddedHolders
Q2 20251,611$431.1K<0.1%−6−0.4%ReducedHolders
Q1 20251,617$427.6K<0.1%−867−34.9%ReducedHolders
Q4 20242,484$598.4K<0.1%+1,099+79.4%AddedHolders
Q3 20241,385$324.2K<0.1%+180+14.9%AddedHolders
Q2 20241,205$244.9K<0.1%−163−11.9%ReducedHolders
Q1 20241,368$314.7K<0.1%−19−1.4%ReducedHolders
Q4 20231,387$264.1K<0.1%+88+6.8%AddedHolders
Q3 20231,299$212.1K<0.1%+1,299NewHolders
Q1 20230$00.0%−2,369−100.0%Sold outHolders
Q4 20222,369$444.2K<0.1%00.0%UnchangedHolders
Q3 20222,369$363.0K<0.1%−191−7.5%ReducedHolders
Q2 20222,560$433.0K<0.1%−124−4.6%ReducedHolders
Q1 20222,684$490.0K<0.1%−6,194−69.8%ReducedHolders
Q4 20218,878$1.39M<0.1%−149,912−94.4%ReducedHolders
Q3 2021158,790$24.1M0.7%+3,460+2.2%AddedHolders
Q2 2021155,330$23.3M0.7%+1,940+1.3%AddedHolders
Q1 2021153,390$23.1M0.7%––Holders

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