AWM
TRV icon

Abound Wealth Management’s Travelers Companies TRV Stock Holding History

Abound Wealth Management’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 		$70.2K Buy
213
+99
+87% +$30K 0.01% 196
2026
Q1 		$33.1K Buy
114
+21
+23% +$6.15K 0.01% 312
2025
Q4 		$26.9K Buy
93
+2
+2% +$563 0.01% 317
2025
Q3 		$25.3K Buy
91
+1
+1% +$268 0.01% 312
2025
Q2 		$24.1K Hold
90
– – 0.01% 301
2025
Q1 		$23.8K Sell
90
-14
-13% -$3.49K 0.01% 270
2024
Q4 		$25.1K Buy
104
+1
+1% +$250 0.01% 251
2024
Q3 		$24.1K Hold
103
– – 0.01% 258
2024
Q2 		$21K Buy
103
+32
+45% +$6.88K 0.01% 245
2024
Q1 		$16.4K Sell
71
-75
-51% -$16K 0.01% 287
2023
Q4 		$27.9K Buy
146
+79
+118% +$13.7K 0.01% 208
2023
Q3 		$10.9K Buy
67
+28
+72% +$4.68K ﹤0.01% 312
2023
Q2 		$6.78K Buy
39
+7
+22% +$1.24K ﹤0.01% 418
2023
Q1 		$5.49K Buy
32
+10
+45% +$1.82K ﹤0.01% 384
2022
Q4 		$4.13K Hold
22
– – ﹤0.01% 387
2022
Q3 		$3.38K Buy
+22
New +$3.58K ﹤0.01% 418

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

Abound Wealth Management's TRV Position: Q2 2026 in Review

Abound Wealth Management increased its Travelers Companies (TRV) stake by 87% in Q2 2026, buying an estimated $30K and bringing the position to 213 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #196.

Abound Wealth Management first reported a position in TRV in Q3 2022 and has held it in 16 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Abound Wealth Management held 213 shares of Travelers Companies worth $70.2K as of Q2 2026.
  • Abound Wealth Management bought 99 Travelers Companies shares in Q2 2026, an estimated $30K.
  • Travelers Companies made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Abound Wealth Management first reported a position in Travelers Companies in Q3 2022 and has held it in 16 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.