CFC Planning Co LLC

SEC CIK: 0001854428
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

TRV holding history

Travelers Companies, Inc. in every 13F filed by CFC Planning Co LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRV overview All 13F holders of TRV Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of TRV by CFC Planning Co LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−16,813−100.0%	Sold out	Holders
Q1 2025	16,813	$4.45M	4.9%	+1,343+8.7%	Added	Holders
Q4 2024	15,470	$3.73M	4.0%	–	No prior filing	Holders