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LVW Advisors, LLC

SEC CIK
0001576053
Latest filing
Jul 15, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by LVW 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)
3,175
Value
$1.05M
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of TRV by LVW Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,175$1.05M0.1%+25+0.8%AddedHolders
Q1 20263,150$918.8K0.1%−433−12.1%ReducedHolders
Q4 20253,583$1.04M0.1%+45+1.3%AddedHolders
Q3 20253,538$987.9K0.1%+73+2.1%AddedHolders
Q2 20253,465$927.0K0.1%+714+26.0%AddedHolders
Q1 20252,751$727.5K0.1%−2−0.1%ReducedHolders
Q4 20242,753$663.2K0.1%−10.0%ReducedHolders
Q3 20242,754$644.8K0.1%+180+7.0%AddedHolders
Q2 20242,574$523.4K0.1%−364−12.4%ReducedHolders
Q1 20242,938$676.2K0.1%+286+10.8%AddedHolders
Q4 20232,652$505.2K0.1%+1,151+76.7%AddedHolders
Q3 20231,501$245.1K0.1%+1,501NewHolders