4Wealth Advisors
TRV icon

4Wealth Advisors’s Travelers Companies TRV Stock Holding History

4Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,538
Closed -$510K – 166
2026
Q2 		$510K Buy
1,538
+21
+1% +$6.36K 0.39% 77
2026
Q1 		$443K Sell
1,517
-351
-19% -$103K 0.38% 88
2025
Q4 		$542K Buy
1,868
+46
+3% +$12.9K 0.46% 74
2025
Q3 		$509K Buy
1,822
+140
+8% +$37.5K 0.45% 74
2025
Q2 		$450K Sell
1,682
-22
-1% -$5.8K 0.46% 75
2025
Q1 		$451K Buy
1,704
+272
+19% +$67.8K 0.49% 72
2024
Q4 		$345K Buy
+1,432
New +$358K 0.35% 99

Other funds holding TRV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

4Wealth Advisors's TRV Position: Q3 2026 in Review

4Wealth Advisors sold out of Travelers Companies (TRV) in Q3 2026, closing a stake of 1,538 shares — an estimated $510K sold.

4Wealth Advisors first reported a position in TRV in Q4 2024 and held it in 7 quarters. The position peaked at $542K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • 4Wealth Advisors reported no remaining Travelers Companies position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 1,538 Travelers Companies shares in Q3 2026, an estimated $510K.
  • 4Wealth Advisors first reported a position in Travelers Companies in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Travelers Companies position peaked at $542K in Q4 2025.
  • 1,118 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.