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Livermore
Livermore
ZHEN

MONECO Advisors, LLC

SEC CIK
0001765690
Latest filing
Aug 11, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by MONECO Advisors, 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)
2,886
Value
$952.9K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of TRV by MONECO Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,886$952.9K0.1%+199+7.4%AddedHolders
Q1 20262,687$783.6K0.1%−5−0.2%ReducedHolders
Q4 20252,692$780.8K0.1%+357+15.3%AddedHolders
Q3 20252,335$652.0K0.1%+8+0.3%AddedHolders
Q2 20252,327$622.6K0.1%+2+0.1%AddedHolders
Q1 20252,325$614.8K0.1%+344+17.4%AddedHolders
Q4 20241,981$477.1K0.1%+29+1.5%AddedHolders
Q3 20241,952$457.0K0.1%+22+1.1%AddedHolders
Q2 20241,930$392.4K0.1%−44−2.2%ReducedHolders
Q1 20241,974$454.3K0.1%−27−1.3%ReducedHolders
Q4 20232,001$381.1K0.1%−8−0.4%ReducedHolders
Q3 20232,009$328.1K0.1%+25+1.3%AddedHolders
Q2 20231,984$344.5K0.1%−17−0.8%ReducedHolders
Q1 20232,001$343.0K0.1%+515+34.7%AddedHolders
Q4 20221,486$278.5K0.1%+1+0.1%AddedHolders
Q3 20221,485$228.0K0.1%+2+0.1%AddedHolders
Q2 20221,483$251.0K0.1%+1,483NewHolders