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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Keystone Financial Group, 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)
2,288
Value
$755.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TRV by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,288$755.3K<0.1%+76+3.4%AddedHolders
Q1 20262,212$645.1K<0.1%+87+4.1%AddedHolders
Q4 20252,125$616.4K<0.1%+14+0.7%AddedHolders
Q3 20252,111$589.5K<0.1%00.0%UnchangedHolders
Q2 20252,111$564.7K0.1%−9−0.4%ReducedHolders
Q1 20252,120$560.6K0.1%+3+0.1%AddedHolders
Q4 20242,117$510.1K0.1%00.0%UnchangedHolders
Q3 20242,117$495.7K0.1%00.0%UnchangedHolders
Q2 20242,117$430.5K0.2%−135−6.0%ReducedHolders
Q1 20242,252$518.3K0.1%+190+9.2%AddedHolders
Q4 20232,062$392.8K0.1%00.0%UnchangedHolders
Q3 20232,062$336.7K0.1%−24−1.2%ReducedHolders
Q2 20232,086$362.3K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,081$390.2K0.1%00.0%UnchangedHolders
Q3 20222,081$319.0K0.1%+7+0.3%AddedHolders
Q2 20222,074$351.0K0.1%00.0%UnchangedHolders
Q1 20222,074$379.0K0.1%−50−2.4%ReducedHolders
Q4 20212,124$332.0K0.1%00.0%UnchangedHolders
Q3 20212,124$323.0K0.1%00.0%UnchangedHolders
Q2 20212,124$318.0K0.1%00.0%UnchangedHolders
Q1 20212,124$319.0K0.1%––Holders

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