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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Procyon Private 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)
4,822
Value
$1.59M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TRV by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,822$1.59M0.1%+13+0.3%AddedHolders
Q1 20264,809$1.40M0.1%+3+0.1%AddedHolders
Q4 20254,806$1.39M0.1%+252+5.5%AddedHolders
Q3 20254,554$1.27M0.1%+2,052+82.0%AddedHolders
Q2 20252,502$669.3K0.1%−16,216−86.6%ReducedHolders
Q1 202518,718$4.95M0.3%+941+5.3%AddedHolders
Q4 202417,777$4.28M0.3%+745+4.4%AddedHolders
Q3 202417,032$3.99M0.3%+480+2.9%AddedHolders
Q2 202416,552$3.37M0.2%+1,220+8.0%AddedHolders
Q1 202415,332$3.53M0.3%+819+5.6%AddedHolders
Q4 202314,513$2.76M0.2%+905+6.7%AddedHolders
Q3 202313,608$2.22M0.2%+7,891+138.0%AddedHolders
Q2 20235,717$992.8K0.1%+3,993+231.6%AddedHolders
Q1 20231,724$295.6K<0.1%+43+2.6%AddedHolders
Q4 20221,681$315.2K0.1%−217−11.4%ReducedHolders
Q3 20221,898$291.0K0.1%+49+2.7%AddedHolders
Q2 20221,849$313.0K0.1%+77+4.3%AddedHolders
Q1 20221,772$324.0K0.1%+18+1.0%AddedHolders
Q4 20211,754$274.0K0.1%+142+8.8%AddedHolders
Q3 20211,612$245.0K0.1%+15+0.9%AddedHolders
Q2 20211,597$239.0K0.1%+4+0.3%AddedHolders
Q1 20211,593$240.0K0.1%––Holders

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