Aaron Wealth Advisors’s Travelers Companies TRV Stock Holding History

Aaron Wealth 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	$420K	Sell	1,273 -473	-27%	-$143K	0.02%	479
2026 Q1	$509K	Buy	1,746 +211	+14%	+$61.8K	0.03%	387
2025 Q4	$445K	Buy	1,535 +85	+6%	+$23.9K	0.02%	466
2025 Q3	$405K	Buy	1,450 +333	+30%	+$89.2K	0.02%	461
2025 Q2	$299K	Buy	1,117 +34	+3%	+$8.96K	0.03%	360
2025 Q1	$286K	Sell	1,083 -47	-4%	-$11.7K	0.03%	335
2024 Q4	$272K	Buy	1,130 +169	+18%	+$42.2K	0.03%	348
2024 Q3	$225K	Buy	+961	New	+$212K	0.03%	383
2022 Q2	–	Sell	-52,078	Closed	-$285K	–	794
2022 Q1	$285K	Buy	+52,078	New	+$8.93M	﹤0.01%	689

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Travelers Companies (TRV) stake by 27% in Q2 2026, selling an estimated $143K and leaving 1,273 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #479.

Aaron Wealth Advisors first reported a position in TRV in Q1 2022 and has held it in 9 quarters since. The position peaked at $509K in Q1 2026. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Aaron Wealth Advisors held 1,273 shares of Travelers Companies worth $420K as of Q2 2026.
Aaron Wealth Advisors sold 473 Travelers Companies shares in Q2 2026, an estimated $143K.
Travelers Companies made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #479 holding.
Aaron Wealth Advisors first reported a position in Travelers Companies in Q1 2022 and has held it in 9 quarters since.
Aaron Wealth Advisors's Travelers Companies position peaked at $509K in Q1 2026.
632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.