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First Personal Financial Services

SEC CIK
0001633869
Latest filing
Nov 1, 2024

TRV holding history

Travelers Companies, Inc. in every 13F filed by First Personal Financial Services, 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 Q3 2024 holdings

Shares (Q3 2024)
1
Value
$235
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of TRV by First Personal Financial Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20241$235<0.1%+1NewHolders
Q1 20230$00.0%−50−100.0%Sold outHolders
Q4 202250$9.37K<0.1%00.0%UnchangedHolders
Q3 202250$8.00K<0.1%00.0%UnchangedHolders
Q2 202250$8.00K<0.1%00.0%UnchangedHolders
Q1 202250$9.00K<0.1%00.0%UnchangedHolders
Q4 202150$8.00K<0.1%−567−91.9%ReducedHolders
Q3 2021617$94.0K<0.1%−50−7.5%ReducedHolders
Q2 2021667$100.0K<0.1%−135−16.8%ReducedHolders
Q1 2021802$121.0K<0.1%––Holders

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