Innovative Advisory Group, LLC
- SEC CIK
- 0002156202
TRV holding history
TRAVELERS COMPANIES, INC.
Every 13F filing in which Innovative Advisory Group, LLC reported holding TRV, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
TRV overviewAll 13F holders of TRVFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Q4 2025 | 52 | $15.02K | 0.01% | 00.0% | Unchanged |
| Q3 2025 | 52 | $14.42K | 0.01% | 00.0% | Unchanged |
| Q2 2025 | 52 | $13.78K | 0.01% | +1+2.0% | Added |
| Q1 2025 | 51 | $13.58K | 0.01% | +1+2.0% | Added |
| Q4 2024 | 50 | $12.1K | 0.01% | +50 | New |