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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Principle Wealth 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 (Q2 2026)
15,470
Value
$5.11M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of TRV by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,470$5.11M0.3%−393−2.5%ReducedHolders
Q1 202615,863$4.63M0.3%−64−0.4%ReducedHolders
Q4 202515,927$4.62M0.3%00.0%UnchangedHolders
Q3 202515,927$4.45M0.3%+550+3.6%AddedHolders
Q2 202515,377$4.11M0.3%−620−3.9%ReducedHolders
Q1 202515,997$4.23M0.3%−873−5.2%ReducedHolders
Q4 202416,870$4.06M0.3%−125−0.7%ReducedHolders
Q3 202416,995$3.98M0.3%+10.0%AddedHolders
Q2 202416,994$3.46M0.3%+20.0%AddedHolders
Q1 202416,992$3.91M0.3%00.0%UnchangedHolders
Q4 202316,992$3.24M0.3%+241+1.4%AddedHolders
Q3 202316,751$2.74M0.3%+280+1.7%AddedHolders
Q2 202316,471$2.86M0.3%00.0%UnchangedHolders
Q1 202316,471$2.82M0.3%+231+1.4%AddedHolders
Q4 202216,240$3.04M0.3%−70−0.4%ReducedHolders
Q3 202216,310$2.50M0.3%+620+4.0%AddedHolders
Q2 202215,690$2.65M0.3%−360−2.2%ReducedHolders
Q1 202216,050$2.93M0.3%+190+1.2%AddedHolders
Q4 202115,860$2.48M0.3%+100+0.6%AddedHolders
Q3 202115,760$2.40M0.3%−170−1.1%ReducedHolders
Q2 202115,930$2.38M0.3%+235+1.5%AddedHolders
Q1 202115,695$2.36M0.3%––Holders

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