Fullcircle Wealth LLC
- SEC CIK
- 0002030910
- Latest filing
- Nov 5, 2025
TRV holding history
Travelers Companies, Inc. in every 13F filed by Fullcircle Wealth 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 Q3 2025 holdings
- Shares (Q3 2025)
- 3,816
- Value
- $1.06M
- % of portfolio
- 0.4%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 3,816 | $1.06M | 0.4% | −45−1.2% | Reduced | Holders |
| Q2 2025 | 3,861 | $1.02M | 0.4% | −9−0.2% | Reduced | Holders |
| Q1 2025 | 3,870 | $1.01M | 0.4% | −17−0.4% | Reduced | Holders |
| Q4 2024 | 3,887 | $944.5K | 0.4% | −147−3.6% | Reduced | Holders |
| Q3 2024 | 4,034 | $1.02M | 0.5% | −24−0.6% | Reduced | Holders |
| Q2 2024 | 4,058 | $842.9K | 0.4% | – | No prior filing | Holders |