AFC
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Ares Financial Consulting’s Travelers Companies TRV Stock Holding History

Ares Financial Consulting’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 		$117K Buy
354
+9
+3% +$2.73K 0.08% 135
2026
Q1 		$100K Buy
345
+150
+77% +$43.9K 0.08% 135
2025
Q4 		$56.5K Buy
+195
New +$54.9K 0.05% 150

Other funds holding TRV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Principal Financial Group
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

Ares Financial Consulting's TRV Position: Q2 2026 in Review

Ares Financial Consulting increased its Travelers Companies (TRV) stake by 2.6% in Q2 2026, buying an estimated $2.73K and bringing the position to 354 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #135.

Ares Financial Consulting first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,028 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Ares Financial Consulting held 354 shares of Travelers Companies worth $117K as of Q2 2026.
  • Ares Financial Consulting bought 9 Travelers Companies shares in Q2 2026, an estimated $2.73K.
  • Travelers Companies made up 0.08% of Ares Financial Consulting's portfolio in Q2 2026, its #135 holding.
  • Ares Financial Consulting first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.