Acumen Wealth Advisors, LLC

SEC CIK: 0001939202
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

TRV holding history

Travelers Companies, Inc. in every 13F filed by Acumen 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 overview All 13F holders of TRV Full Q2 2026 holdings

Shares (Q2 2026): 536
Value: $176.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of TRV by Acumen Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	536	$176.9K	<0.1%	+536	New	Holders
Q1 2026	0	$0	0.0%	−652−100.0%	Sold out	Holders
Q4 2025	652	$189.1K	0.1%	–	No prior filing	Holders