Apella Capital’s Travelers Companies TRV Stock Holding History

Apella Capital’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	$483K	Buy	1,407 +67	+5%	+$20.3K	0.01%	480
2026 Q1	$403K	Buy	1,340 +458	+52%	+$134K	0.01%	496
2025 Q4	$256K	Buy	882 +48	+6%	+$13.5K	0.01%	476
2025 Q3	$218K	Buy	+834	New	+$223K	﹤0.01%	439
2025 Q1	–	Sell	-1,207	Closed	-$291K	–	396
2024 Q4	$291K	Buy	1,207 +5	+0.4%	+$1.25K	0.01%	288
2024 Q3	$282K	Buy	1,202 +11	+0.9%	+$2.42K	0.01%	279
2024 Q2	$242K	Buy	1,191 +1	+0.1%	+$215	0.01%	282
2024 Q1	$266K	Buy	1,190 +18	+2%	+$3.85K	0.01%	257
2023 Q4	$226K	Buy	+1,172	New	+$203K	0.01%	267
2023 Q3	–	Sell	-1,169	Closed	-$203K	–	266
2023 Q2	$203K	Buy	+1,169	New	+$206K	0.01%	245
2022 Q4	$214K	Buy	+1,143	New	+$206K	0.02%	220

Other funds holding TRV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Apella Capital's TRV Position: Q2 2026 in Review

Apella Capital increased its Travelers Companies (TRV) stake by 5% in Q2 2026, buying an estimated $20.3K and bringing the position to 1,407 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #480.

Apella Capital first reported a position in TRV in Q4 2022 and has held it in 11 quarters since. 966 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Apella Capital held 1,407 shares of Travelers Companies worth $483K as of Q2 2026.
Apella Capital bought 67 Travelers Companies shares in Q2 2026, an estimated $20.3K.
Travelers Companies made up 0.01% of Apella Capital's portfolio in Q2 2026, its #480 holding.
Apella Capital first reported a position in Travelers Companies in Q4 2022 and has held it in 11 quarters since.
966 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.