Third View Private Wealth, LLC

SEC CIK: 0002083406
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

TRV holding history

Travelers Companies, Inc. in every 13F filed by Third View Private Wealth, 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): 10,777
Value: $3.56M
% of portfolio: 0.4%
Quarters held: 3; Since Q4 2025

Holdings of TRV by Third View Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,777	$3.56M	0.4%	−942−8.0%	Reduced	Holders
Q1 2026	11,719	$3.42M	0.5%	+502+4.5%	Added	Holders
Q4 2025	11,217	$3.25M	0.4%	–	No prior filing	Holders