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Livermore
Livermore
ZHEN

Canvas Wealth Advisors, LLC

SEC CIK
0001858782
Latest filing
Jul 10, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Canvas 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 (Q2 2026)
935
Value
$308.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of TRV by Canvas Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026935$308.7K<0.1%+87+10.3%AddedHolders
Q1 2026848$247.3K<0.1%−117−12.1%ReducedHolders
Q4 2025965$279.9K<0.1%−39−3.9%ReducedHolders
Q3 20251,004$285.7K0.1%+12+1.2%AddedHolders
Q2 2025992$252.9K<0.1%−112−10.1%ReducedHolders
Q1 20251,104$288.6K0.1%+33+3.1%AddedHolders
Q4 20241,071$258.0K0.1%−54−4.8%ReducedHolders
Q3 20241,125$263.4K0.1%+1,125NewHolders
Q1 20240$00.0%−2,389−100.0%Sold outHolders
Q4 20232,389$467.2K0.2%−5,093−68.1%ReducedHolders
Q3 20237,482$1.21M0.5%−215−2.8%ReducedHolders
Q2 20237,697$1.35M0.5%+134+1.8%AddedHolders
Q1 20237,563$1.36M0.6%−1,607−17.5%ReducedHolders
Q4 20229,170$1.68M0.7%−1,073−10.5%ReducedHolders
Q3 202210,243$1.81M0.8%−4,818−32.0%ReducedHolders
Q2 202215,061$2.55M1.0%−318−2.1%ReducedHolders
Q1 202215,379$2.64M1.0%−3,982−20.6%ReducedHolders
Q4 202119,361$3.03M1.1%−40.0%ReducedHolders
Q3 202119,365$2.94M1.2%+830+4.5%AddedHolders
Q2 202118,535$2.77M1.2%+1,023+5.8%AddedHolders
Q1 202117,512$2.66M1.6%––Holders

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