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Livermore
Livermore
ZHEN

Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Fortis Group 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)
2,203
Value
$727.3K
% of portfolio
0.1%
Quarters held
13
Since Q1 2023
Holdings of TRV by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,203$727.3K0.1%+8+0.4%AddedHolders
Q1 20262,195$669.8K0.1%+101+4.8%AddedHolders
Q4 20252,094$595.8K0.1%+8+0.4%AddedHolders
Q3 20252,086$560.4K0.1%+8+0.4%AddedHolders
Q2 20252,078$540.8K0.1%+2,078NewHolders
Q1 20250$00.0%−2,061−100.0%Sold outHolders
Q4 20242,061$496.6K0.1%+9+0.4%AddedHolders
Q3 20242,052$480.5K0.1%+9+0.4%AddedHolders
Q2 20242,043$415.5K0.1%+19+0.9%AddedHolders
Q1 20242,024$465.8K0.1%−15−0.7%ReducedHolders
Q4 20232,039$349.6K0.1%00.0%UnchangedHolders
Q3 20232,039$349.6K0.1%−12−0.6%ReducedHolders
Q2 20232,051$356.2K0.1%+12+0.6%AddedHolders
Q1 20232,039$369.4K0.1%–No prior filingHolders