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Livermore
Livermore
ZHEN

ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by ForthRight Wealth Management, 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)
1,362
Value
$449.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TRV by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,362$449.6K0.1%−51−3.6%ReducedHolders
Q1 20261,413$412.1K0.1%00.0%UnchangedHolders
Q4 20251,413$409.9K0.1%00.0%UnchangedHolders
Q3 20251,413$394.5K0.1%−57−3.9%ReducedHolders
Q2 20251,470$393.3K0.1%−76−4.9%ReducedHolders
Q1 20251,546$408.9K0.1%−83−5.1%ReducedHolders
Q4 20241,629$392.4K0.1%−31−1.9%ReducedHolders
Q3 20241,660$388.6K0.1%−94−5.4%ReducedHolders
Q2 20241,754$356.7K0.1%00.0%UnchangedHolders
Q1 20241,754$403.7K0.1%−308−14.9%ReducedHolders
Q4 20232,062$392.8K0.2%00.0%UnchangedHolders
Q3 20232,062$336.7K0.1%−87−4.0%ReducedHolders
Q2 20232,149$373.2K0.2%−65−2.9%ReducedHolders
Q1 20232,214$379.5K0.2%00.0%UnchangedHolders
Q4 20222,214$415.1K0.2%00.0%UnchangedHolders
Q3 20222,214$339.0K0.2%00.0%UnchangedHolders
Q2 20222,214$374.0K0.2%00.0%UnchangedHolders
Q1 20222,214$405.0K0.2%−50−2.2%ReducedHolders
Q4 20212,264$354.0K0.2%+50+2.3%AddedHolders
Q3 20212,214$337.0K0.2%00.0%UnchangedHolders
Q2 20212,214$331.0K0.2%+314+16.5%AddedHolders
Q1 20211,900$286.0K0.2%––Holders

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