Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

TRV holding history

Travelers Companies, Inc. in every 13F filed by Symphony Financial, Ltd. Co., 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): 774
Value: $256.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of TRV by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	774	$256.0K	<0.1%	−42−5.1%	Reduced	Holders
Q1 2026	816	$237.7K	<0.1%	+816	New	Holders
Q4 2024	0	$0	0.0%	−11,831−100.0%	Sold out	Holders
Q3 2024	11,831	$399.1K	0.1%	+11,831	New	Holders