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Allegheny Financial Group’s Travelers Companies TRV Stock Holding History

Allegheny Financial 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 		$324K Buy
982
+210
+27% +$63.6K 0.03% 222
2026
Q1 		$225K Buy
772
+30
+4% +$8.79K 0.03% 261
2025
Q4 		$215K Buy
742
+2
+0.3% +$563 0.03% 262
2025
Q3 		$207K Buy
+740
New +$198K 0.04% 247

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
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

Allegheny Financial Group's TRV Position: Q2 2026 in Review

Allegheny Financial Group increased its Travelers Companies (TRV) stake by 27% in Q2 2026, buying an estimated $63.6K and bringing the position to 982 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #222.

Allegheny Financial Group first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Allegheny Financial Group held 982 shares of Travelers Companies worth $324K as of Q2 2026.
  • Allegheny Financial Group bought 210 Travelers Companies shares in Q2 2026, an estimated $63.6K.
  • Travelers Companies made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #222 holding.
  • Allegheny Financial Group first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.