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Castleview Partners, LLC

SEC CIK
0001737088
Latest filing
Jul 20, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Castleview Partners, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2021
Holdings of TRV by Castleview Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−128−100.0%Sold outHolders
Q4 2024128$30.8K<0.1%+128NewHolders
Q3 20240$00.0%−189−100.0%Sold outHolders
Q2 2024189$38.4K<0.1%+1+0.5%AddedHolders
Q1 2024188$43.3K<0.1%−37−16.4%ReducedHolders
Q4 2023225$42.9K<0.1%00.0%UnchangedHolders
Q3 2023225$36.7K<0.1%−85−27.4%ReducedHolders
Q2 2023310$53.8K<0.1%−19−5.8%ReducedHolders
Q1 2023329$56.4K<0.1%+329NewHolders
Q4 20220$00.0%−388−100.0%Sold outHolders
Q3 2022388$59.0K0.1%+256+193.9%AddedHolders
Q2 2022132$6.26K<0.1%−262−66.5%ReducedHolders
Q1 2022394$71.0K<0.1%−39,808−99.0%ReducedHolders
Q4 202140,202$257.0K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021373$56.0K<0.1%–No prior filingHolders