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Livermore
Livermore
ZHEN

Legacy Trust

SEC CIK
0001772483
Latest filing
Jul 31, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Legacy Trust, 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)
1,000
Value
$330.1K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of TRV by Legacy Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,000$330.1K0.1%00.0%UnchangedHolders
Q1 20261,000$291.7K0.1%00.0%UnchangedHolders
Q4 20251,000$290.1K0.1%00.0%UnchangedHolders
Q3 20251,000$279.2K0.1%+37+3.8%AddedHolders
Q2 2025963$257.6K0.1%−88−8.4%ReducedHolders
Q1 20251,051$277.9K0.1%00.0%UnchangedHolders
Q4 20241,051$253.2K0.1%−143−12.0%ReducedHolders
Q3 20241,194$279.5K0.1%+143+13.6%AddedHolders
Q2 20241,051$213.7K0.1%−174−14.2%ReducedHolders
Q1 20241,225$281.9K0.1%−18−1.4%ReducedHolders
Q4 20231,243$236.8K0.1%00.0%UnchangedHolders
Q3 20231,243$203.0K0.1%−103−7.7%ReducedHolders
Q2 20231,346$233.7K0.1%+10+0.7%AddedHolders
Q1 20231,336$229.0K0.1%+33+2.5%AddedHolders
Q4 20221,303$244.3K0.1%–No prior filingHolders