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Livermore
Livermore
ZHEN

Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Coastal Bridge 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)
4,262
Value
$1.41M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TRV by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,262$1.41M0.1%−251−5.6%ReducedHolders
Q1 20264,513$1.32M0.1%+255+6.0%AddedHolders
Q4 20254,258$1.23M0.1%−29−0.7%ReducedHolders
Q3 20254,287$1.20M0.1%−72−1.7%ReducedHolders
Q2 20254,359$1.17M0.1%+209+5.0%AddedHolders
Q1 20254,150$1.10M0.2%+1,460+54.3%AddedHolders
Q4 20242,690$648.1K0.2%−324−10.7%ReducedHolders
Q3 20243,014$705.7K0.2%+4+0.1%AddedHolders
Q2 20243,010$612.1K0.2%+8+0.3%AddedHolders
Q1 20243,002$690.8K0.2%00.0%UnchangedHolders
Q4 20233,002$571.8K0.1%+5+0.2%AddedHolders
Q3 20232,997$489.4K0.1%+206+7.4%AddedHolders
Q2 20232,791$484.8K0.1%+246+9.7%AddedHolders
Q1 20232,545$436.3K0.1%+5+0.2%AddedHolders
Q4 20222,540$476.3K0.1%+4+0.2%AddedHolders
Q3 20222,536$389.0K0.1%+405+19.0%AddedHolders
Q2 20222,131$360.0K0.1%+3+0.1%AddedHolders
Q1 20222,128$389.0K0.1%−1,050−33.0%ReducedHolders
Q4 20213,178$480.0K0.1%+1,056+49.8%AddedHolders
Q3 20212,122$323.0K0.1%+3+0.1%AddedHolders
Q2 20212,119$317.0K0.1%+164+8.4%AddedHolders
Q1 20211,955$294.0K0.1%––Holders

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