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Advisory Resource Group’s Travelers Companies TRV Stock Holding History

Advisory Resource Group’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 		$214K Buy
+649
New +$197K 0.03% 176

Other funds holding TRV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Advisory Resource Group's TRV Position: Q2 2026 in Review

Advisory Resource Group opened a new position in Travelers Companies (TRV) in Q2 2026: 649 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #176 among its holdings.

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

  • Advisory Resource Group held 649 shares of Travelers Companies worth $214K as of Q2 2026.
  • Travelers Companies was a new Advisory Resource Group position in Q2 2026.
  • Travelers Companies made up 0.03% of Advisory Resource Group's portfolio in Q2 2026, its #176 holding.
  • 276 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.