Advisors Preferred’s Travelers Companies TRV Stock Holding History

Advisors Preferred’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 Q3	$294K	Buy	+815	New	+$298K	0.03%	168
2018 Q1	–	Sell	-236	Closed	-$32K	–	295
2017 Q4	$32K	Buy	+236	New	+$31.1K	0.01%	155
2016 Q4	–	Sell	-3,023	Closed	-$346K	–	259
2016 Q3	$346K	Sell	3,023 -363	-11%	-$42.5K	0.16%	54
2016 Q2	$403K	Buy	3,386 +1,344	+66%	+$152K	0.23%	51
2016 Q1	$238K	Sell	2,042 -1,416	-41%	-$155K	0.12%	58
2015 Q4	$390K	Buy	+3,458	New	+$384K	0.21%	47
2014 Q3	–	Sell	-1,092	Closed	-$103K	–	365
2014 Q2	$103K	Buy	+1,092	New	+$100K	0.05%	120

Other funds holding TRV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Advisors Preferred's TRV Position: Q3 2026 in Review

Advisors Preferred opened a new position in Travelers Companies (TRV) in Q3 2026: 815 shares worth $294K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in TRV as recently as Q4 2017.

Advisors Preferred first reported a position in TRV in Q2 2014 and has held it in 7 quarters since. The position peaked at $403K in Q2 2016. 1,293 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Advisors Preferred held 815 shares of Travelers Companies worth $294K as of Q3 2026.
Travelers Companies was a new Advisors Preferred position in Q3 2026.
Travelers Companies made up 0.03% of Advisors Preferred's portfolio in Q3 2026, its #168 holding.
Advisors Preferred first reported a position in Travelers Companies in Q2 2014 and has held it in 7 quarters since.
Advisors Preferred's Travelers Companies position peaked at $403K in Q2 2016.
1,293 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.