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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

TRV holding history

Travelers Companies, Inc. in every 13F filed by Core Wealth Partners 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of TRV by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−12,227−100.0%Sold outHolders
Q4 202212,227$160.8K0.2%–No prior filingHolders