Advantage Trust Company’s Travelers Companies TRV Stock Holding History

Advantage Trust Company’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	$18.2K	Buy	+55	New	+$16.7K	0.01%	149

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

Advantage Trust Company's TRV Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Travelers Companies (TRV) in Q2 2026: 55 shares worth $18.2K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings.

565 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Advantage Trust Company held 55 shares of Travelers Companies worth $18.2K as of Q2 2026.
Travelers Companies was a new Advantage Trust Company position in Q2 2026.
Travelers Companies made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #149 holding.
565 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.