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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Aries Wealth Management, 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)
2,658
Value
$877.5K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of TRV by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,658$877.5K0.2%00.0%UnchangedHolders
Q1 20262,658$775.3K0.2%00.0%UnchangedHolders
Q4 20252,658$771.0K0.2%00.0%UnchangedHolders
Q3 20252,658$742.2K0.2%00.0%UnchangedHolders
Q2 20252,658$711.1K0.2%−960−26.5%ReducedHolders
Q1 20253,618$956.8K0.3%+4+0.1%AddedHolders
Q4 20243,614$870.6K0.2%+956+36.0%AddedHolders
Q3 20242,658$622.3K0.2%−204−7.1%ReducedHolders
Q2 20242,862$582.0K0.2%+4+0.1%AddedHolders
Q1 20242,858$657.7K0.2%00.0%UnchangedHolders
Q4 20232,858$544.4K0.2%−7−0.2%ReducedHolders
Q3 20232,865$480.3K0.2%+7+0.2%AddedHolders
Q2 20232,858$496.3K0.2%00.0%UnchangedHolders
Q1 20232,858$489.9K0.2%00.0%UnchangedHolders
Q4 20222,858$535.8K0.2%00.0%UnchangedHolders
Q3 20222,858$527.0K0.2%−61−2.1%ReducedHolders
Q2 20222,919$494.0K0.2%+2,919NewHolders
Q1 20220$00.0%−2,919−100.0%Sold outHolders
Q4 20212,919$457.0K0.2%00.0%UnchangedHolders
Q3 20212,919$444.0K0.2%−31−1.1%ReducedHolders
Q2 20212,950$442.0K0.2%00.0%UnchangedHolders
Q1 20212,950$459.0K0.2%––Holders

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