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Quaker Wealth Management, LLC

SEC CIK
0001733472
Latest filing
Jul 24, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Quaker 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)
40
Value
$13.2K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of TRV by Quaker Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640$13.2K<0.1%−64−61.5%ReducedHolders
Q1 2026104$30.3K<0.1%+1+1.0%AddedHolders
Q4 2025103$29.9K<0.1%00.0%UnchangedHolders
Q3 2025103$28.8K<0.1%−1−1.0%ReducedHolders
Q2 2025104$27.8K<0.1%+104NewHolders