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Livermore
Livermore
ZHEN

Horizons Wealth Management

SEC CIK
0001943228
Latest filing
Oct 5, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Horizons Wealth Management, 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 Q3 2026 holdings

Shares (Q3 2026)
812
Value
$289.5K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of TRV by Horizons Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2026812$289.5K0.2%–No prior filingHolders
Q2 2026––––Not filedHolders
Q1 2026812$236.8K0.2%00.0%UnchangedHolders
Q4 2025812$235.5K0.2%00.0%UnchangedHolders
Q3 2025812$226.7K0.2%00.0%UnchangedHolders
Q2 2025812$217.2K0.2%00.0%UnchangedHolders
Q1 2025812$214.7K0.2%−31−3.7%ReducedHolders
Q4 2024843$203.1K0.2%00.0%UnchangedHolders
Q3 2024843$197.4K0.2%−24−2.8%ReducedHolders
Q2 2024867$176.4K0.1%−29−3.2%ReducedHolders
Q1 2024896$170.7K0.1%00.0%UnchangedHolders
Q4 2023896$170.7K0.1%00.0%UnchangedHolders
Q3 2023896$146.3K0.1%00.0%UnchangedHolders
Q2 2023896$155.6K0.1%00.0%UnchangedHolders
Q1 2023896$153.6K0.1%00.0%UnchangedHolders
Q4 2022896$168.0K0.1%+896NewHolders