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Livermore
Livermore
ZHEN

Journey Advisory Group, LLC

SEC CIK
0001840085
Latest filing
Aug 4, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Journey Advisory Group, 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)
2,035
Value
$671.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TRV by Journey Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,035$671.8K0.1%−10−0.5%ReducedHolders
Q1 20262,045$596.5K0.1%−350−14.6%ReducedHolders
Q4 20252,395$694.7K0.1%−100−4.0%ReducedHolders
Q3 20252,495$696.7K0.1%−100−3.9%ReducedHolders
Q2 20252,595$694.3K0.1%00.0%UnchangedHolders
Q1 20252,595$686.3K0.1%−415−13.8%ReducedHolders
Q4 20243,010$612.1K0.1%00.0%UnchangedHolders
Q3 20243,010$612.1K0.1%+400+15.3%AddedHolders
Q2 20242,610$530.7K0.1%−475−15.4%ReducedHolders
Q1 20243,085$710.0K0.1%−265−7.9%ReducedHolders
Q4 20233,350$638.1K0.1%00.0%UnchangedHolders
Q3 20233,350$547.1K0.1%00.0%UnchangedHolders
Q2 20233,350$581.8K0.1%−1,115−25.0%ReducedHolders
Q1 20234,465$765.3K0.1%−565−11.2%ReducedHolders
Q4 20225,030$943.1K0.2%−245−4.6%ReducedHolders
Q3 20225,275$808.0K0.2%−100−1.9%ReducedHolders
Q2 20225,375$840.0K0.2%−325−5.7%ReducedHolders
Q1 20225,700$1.04M0.3%−450−7.3%ReducedHolders
Q4 20216,150$962.0K0.3%−725−10.5%ReducedHolders
Q3 20216,875$1.04M0.3%00.0%UnchangedHolders
Q2 20216,875$1.03M0.3%−75−1.1%ReducedHolders
Q1 20216,950$1.04M0.4%––Holders

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