AWC
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Adamsbrown Wealth Consultants’s Travelers Companies TRV Stock Holding History

Adamsbrown Wealth Consultants’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 		$251K Buy
760
+2
+0.3% +$606 0.05% 140
2026
Q1 		$221K Buy
+758
New +$222K 0.06% 124

Other funds holding TRV

Robeco Institutional Asset Management
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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

Adamsbrown Wealth Consultants's TRV Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Travelers Companies (TRV) stake by 0.26% in Q2 2026, buying an estimated $606 and bringing the position to 760 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #140.

Adamsbrown Wealth Consultants first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Adamsbrown Wealth Consultants held 760 shares of Travelers Companies worth $251K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 2 Travelers Companies shares in Q2 2026, an estimated $606.
  • Travelers Companies made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #140 holding.
  • Adamsbrown Wealth Consultants first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.