AWC
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Abundance Wealth Counselors’s Travelers Companies TRV Stock Holding History

Abundance Wealth Counselors’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 		$220K Buy
+667
New +$202K 0.01% 280
2020
Q4 		– Sell
-2,725
Closed -$295K – 85
2020
Q3 		$295K Sell
2,725
-1,271
-32% -$146K 0.09% 73
2020
Q2 		$456K Buy
+3,996
New +$421K 0.14% 64

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Abundance Wealth Counselors's TRV Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in Travelers Companies (TRV) in Q2 2026: 667 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in TRV as recently as Q3 2020.

Abundance Wealth Counselors first reported a position in TRV in Q2 2020 and has held it in 3 quarters since. The position peaked at $456K in Q2 2020. 508 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Abundance Wealth Counselors held 667 shares of Travelers Companies worth $220K as of Q2 2026.
  • Travelers Companies was a new Abundance Wealth Counselors position in Q2 2026.
  • Travelers Companies made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #280 holding.
  • Abundance Wealth Counselors first reported a position in Travelers Companies in Q2 2020 and has held it in 3 quarters since.
  • Abundance Wealth Counselors's Travelers Companies position peaked at $456K in Q2 2020.
  • 508 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.