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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
Q3 		$663K Buy
1,837
+430
+31% +$157K 0.01% 460
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital's TRV Position: Q3 2026 in Review

Apella Capital increased its Travelers Companies (TRV) stake by 31% in Q3 2026, buying an estimated $157K and bringing the position to 1,837 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #460.

Apella Capital first reported a position in TRV in Q4 2022 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Apella Capital held 1,837 shares of Travelers Companies worth $663K as of Q3 2026.
  • Apella Capital bought 430 Travelers Companies shares in Q3 2026, an estimated $157K.
  • Travelers Companies made up 0.01% of Apella Capital's portfolio in Q3 2026, its #460 holding.
  • Apella Capital first reported a position in Travelers Companies in Q4 2022 and has held it in 12 quarters since.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.