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Livermore
Livermore
ZHEN

Willner & Heller, LLC

SEC CIK
0001927796
Latest filing
Jul 7, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Willner & Heller, 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)
1,206
Value
$398.1K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of TRV by Willner & Heller, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,206$398.1K0.2%+32+2.7%AddedHolders
Q1 20261,174$342.3K0.3%+5+0.4%AddedHolders
Q4 20251,169$339.1K0.2%+4+0.3%AddedHolders
Q3 20251,165$325.2K0.2%+5+0.4%AddedHolders
Q2 20251,160$310.4K0.3%+5+0.4%AddedHolders
Q1 20251,155$305.6K0.3%+4+0.3%AddedHolders
Q4 20241,151$277.2K0.2%+5+0.4%AddedHolders
Q3 20241,146$268.3K0.2%+45+4.1%AddedHolders
Q2 20241,101$223.8K0.2%+11+1.0%AddedHolders
Q1 20241,090$250.9K0.2%+5+0.5%AddedHolders
Q4 20231,085$206.6K0.2%–No prior filingHolders