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FOCUS Wealth Advisors, LLC

SEC CIK
0001845643
Latest filing
Jul 7, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by FOCUS Wealth 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2022
Holdings of TRV by FOCUS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−8,149−100.0%Sold outHolders
Q2 20238,149$1.42M1.0%−638−7.3%ReducedHolders
Q1 20238,787$1.51M1.0%−86−1.0%ReducedHolders
Q4 20228,873$1.66M1.2%−31−0.3%ReducedHolders
Q3 20228,904$1.36M1.0%−13−0.1%ReducedHolders
Q2 20228,917$1.51M1.0%+8,917NewHolders