Abacus Wealth Partners, LLC

SEC CIK: 0001978011
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

TRV holding history

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

Shares (Q2 2026): 2,215
Value: $731.2K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of TRV by Abacus Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,215	$731.2K	0.1%	−226−9.3%	Reduced	Holders
Q1 2026	2,441	$712.0K	0.1%	−28−1.1%	Reduced	Holders
Q4 2025	2,469	$716.2K	0.1%	+2,469	New	Holders