Skip to main content

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Raffa Wealth Management, 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)
68
Value
$22.4K
% of portfolio
<0.1%
Quarters held
48
Since Q4 2013
Holdings of TRV by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668$22.4K<0.1%+3+4.6%AddedHolders
Q1 202665$19.0K<0.1%+4+6.6%AddedHolders
Q4 202561$17.7K<0.1%00.0%UnchangedHolders
Q3 202561$17.0K<0.1%+6+10.9%AddedHolders
Q2 202555$14.7K<0.1%00.0%UnchangedHolders
Q1 202555$14.5K<0.1%00.0%UnchangedHolders
Q4 202455$13.2K<0.1%00.0%UnchangedHolders
Q3 202455$12.9K<0.1%−518−90.4%ReducedHolders
Q2 2024573$116.5K<0.1%00.0%UnchangedHolders
Q1 2024573$131.9K<0.1%+536+1,448.6%AddedHolders
Q4 202337$7.05K<0.1%00.0%UnchangedHolders
Q3 202337$6.04K<0.1%00.0%UnchangedHolders
Q2 202337$6.42K<0.1%−100−73.0%ReducedHolders
Q1 2023137$23.5K<0.1%00.0%UnchangedHolders
Q4 2022137$25.7K<0.1%00.0%UnchangedHolders
Q3 2022137$21.0K<0.1%00.0%UnchangedHolders
Q2 2022137$23.2K<0.1%00.0%UnchangedHolders
Q1 2022137$25.0K<0.1%−25−15.4%ReducedHolders
Q4 2021162$25.3K<0.1%−35−17.8%ReducedHolders
Q3 2021197$29.9K<0.1%00.0%UnchangedHolders
Q2 2021197$29.5K<0.1%00.0%UnchangedHolders
Q1 2021197$29.6K<0.1%+7+3.7%AddedHolders
Q4 2020190$26.7K<0.1%+14+8.0%Added–
Q3 2020176$19.0K<0.1%+46+35.4%Added–
Q2 2020130$14.8K<0.1%00.0%Unchanged–
Q1 2020130$12.9K<0.1%00.0%Unchanged–
Q4 2019130$17.8K<0.1%00.0%Unchanged–
Q3 2019130$19.3K<0.1%+130New–
Q2 20190$00.0%−130−100.0%Sold out–
Q1 2019130$17.8K<0.1%00.0%Unchanged–
Q4 2018130$15.6K<0.1%00.0%Unchanged–
Q3 2018130$16.9K<0.1%00.0%Unchanged–
Q2 2018130$15.9K<0.1%00.0%Unchanged–
Q1 2018130$18.1K<0.1%+30+30.0%Added–
Q4 2017100$13.6K<0.1%00.0%Unchanged–
Q3 2017100$12.3K<0.1%00.0%Unchanged–
Q2 2017100$12.7K<0.1%00.0%Unchanged–
Q1 2017100$12.1K<0.1%−8−7.4%Reduced–
Q4 2016108$13.2K<0.1%+100+1,250.0%Added–
Q3 20168$916<0.1%00.0%Unchanged–
Q2 20168$952<0.1%00.0%Unchanged–
Q1 20168$934<0.1%00.0%Unchanged–
Q4 20158$903<0.1%00.0%Unchanged–
Q3 20158$796<0.1%00.0%Unchanged–
Q2 20158$773<0.1%00.0%Unchanged–
Q1 20158$865<0.1%00.0%Unchanged–
Q4 20148$847<0.1%00.0%Unchanged–
Q3 20148$752<0.1%+8New–
Q1 20140$00.0%−8−100.0%Sold out–
Q4 20138$847<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.