4A
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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

4Wealth Advisors's TRV Position: Q2 2026 in Review

4Wealth Advisors increased its Travelers Companies (TRV) stake by 1.4% in Q2 2026, buying an estimated $6.36K and bringing the position to 1,538 shares worth $510K. The position accounts for 0.39% of the portfolio, ranked #77.

4Wealth Advisors first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q4 2025. 613 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • 4Wealth Advisors held 1,538 shares of Travelers Companies worth $510K as of Q2 2026.
  • 4Wealth Advisors bought 21 Travelers Companies shares in Q2 2026, an estimated $6.36K.
  • Travelers Companies made up 0.39% of 4Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • 4Wealth Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Travelers Companies position peaked at $542K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.