KFA Private Wealth Group, LLC

SEC CIK: 0001800556
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

TRV holding history

Travelers Companies, Inc. in every 13F filed by KFA Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRV overview All 13F holders of TRV Full Q2 2026 holdings

Shares (Q2 2026): 778
Value: $257.0K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of TRV by KFA Private Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	778	$257.0K	0.1%	−246−24.0%	Reduced	Holders
Q1 2026	1,024	$298.8K	0.1%	+2+0.2%	Added	Holders
Q4 2025	1,022	$296.6K	0.1%	+2+0.2%	Added	Holders
Q3 2025	1,020	$284.9K	0.1%	+1,020	New	Holders