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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Creative Planning, 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)
152,783
Value
$50.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TRV by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152,783$50.4M<0.1%+11,360+8.0%AddedHolders
Q1 2026141,423$41.3M<0.1%+23,205+19.6%AddedHolders
Q4 2025118,218$34.3M<0.1%+9,047+8.3%AddedHolders
Q3 2025109,171$30.5M<0.1%+10,283+10.4%AddedHolders
Q2 202598,888$26.5M<0.1%+3,940+4.1%AddedHolders
Q1 202594,948$25.1M<0.1%+7,453+8.5%AddedHolders
Q4 202487,495$21.1M<0.1%+2,924+3.5%AddedHolders
Q3 202484,571$19.8M<0.1%+2,875+3.5%AddedHolders
Q2 202481,696$16.6M<0.1%−1,107−1.3%ReducedHolders
Q1 202482,803$19.1M<0.1%−2,824−3.3%ReducedHolders
Q4 202385,627$16.3M<0.1%−4,039−4.5%ReducedHolders
Q3 202389,666$14.6M<0.1%+28,020+45.5%AddedHolders
Q2 202361,646$10.7M<0.1%−1,228−2.0%ReducedHolders
Q1 202362,874$10.8M<0.1%+1,460+2.4%AddedHolders
Q4 202261,414$11.5M<0.1%+2,134+3.6%AddedHolders
Q3 202259,280$9.08M<0.1%+2,846+5.0%AddedHolders
Q2 202256,434$9.54M<0.1%+1,337+2.4%AddedHolders
Q1 202255,097$10.1M<0.1%+13,785+33.4%AddedHolders
Q4 202141,312$6.46M<0.1%−333−0.8%ReducedHolders
Q3 202141,645$6.33M<0.1%+5,500+15.2%AddedHolders
Q2 202136,145$5.41M<0.1%−988−2.7%ReducedHolders
Q1 202137,133$5.58M<0.1%––Holders

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