AA Financial Advisors’s Travelers Companies TRV Stock Holding History

AA Financial 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	$1.59M	Buy	4,827 +209	+5%	+$63.3K	0.19%	81
2026 Q1	$1.35M	Buy	4,618 +333	+8%	+$97.6K	0.19%	89
2025 Q4	$1.24M	Sell	4,285 -101	-2%	-$28.4K	0.23%	72
2025 Q3	$1.22M	Buy	4,386 +447	+11%	+$120K	0.24%	65
2025 Q2	$1.05M	Sell	3,939 -666	-14%	-$176K	0.23%	70
2025 Q1	$1.22M	Buy	4,605 +34	+0.7%	+$8.47K	0.3%	65
2024 Q4	$1.1M	Buy	4,571 +327	+8%	+$81.6K	0.29%	64
2024 Q3	$993K	Buy	4,244 +6	+0.1%	+$1.32K	0.29%	69
2024 Q2	$862K	Sell	4,238 -254	-6%	-$54.6K	0.3%	70
2024 Q1	$1.03M	Buy	+4,492	New	+$960K	0.42%	61

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AA Financial Advisors's TRV Position: Q2 2026 in Review

AA Financial Advisors increased its Travelers Companies (TRV) stake by 4.5% in Q2 2026, buying an estimated $63.3K and bringing the position to 4,827 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #81.

AA Financial Advisors first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

AA Financial Advisors held 4,827 shares of Travelers Companies worth $1.59M as of Q2 2026.
AA Financial Advisors bought 209 Travelers Companies shares in Q2 2026, an estimated $63.3K.
Travelers Companies made up 0.19% of AA Financial Advisors's portfolio in Q2 2026, its #81 holding.
AA Financial Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.