Armstrong Advisory Group
TRV icon

Armstrong Advisory Group’s Travelers Companies TRV Stock Holding History

Armstrong Advisory 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
Q3 		$18.5K Hold
52
– – ﹤0.01% 610
2026
Q2 		$17.2K Sell
52
-15
-22% -$4.55K ﹤0.01% 624
2026
Q1 		$19.5K Hold
67
– – ﹤0.01% 569
2025
Q4 		$19.4K Sell
67
-16
-19% -$4.5K ﹤0.01% 566
2025
Q3 		$23.2K Buy
83
+39
+89% +$10.4K ﹤0.01% 535
2025
Q2 		$11.8K Hold
44
– – ﹤0.01% 635
2025
Q1 		$10.6K Hold
44
– – ﹤0.01% 612
2024
Q4 		$10.6K Hold
44
– – ﹤0.01% 612
2024
Q3 		$10.3K Hold
44
– – ﹤0.01% 586
2024
Q2 		$8.95K Hold
44
– – ﹤0.01% 597
2024
Q1 		$8.38K Hold
44
– – ﹤0.01% 589
2023
Q4 		$8.38K Hold
44
– – ﹤0.01% 589
2023
Q3 		$7.19K Hold
44
– – ﹤0.01% 655
2023
Q2 		$7.64K Hold
44
– – ﹤0.01% 620
2023
Q1 		$7.54K Buy
+44
New +$8K ﹤0.01% 606

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Armstrong Advisory Group's TRV Position: Q3 2026 in Review

Armstrong Advisory Group held its Travelers Companies (TRV) position steady in Q3 2026 at 52 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Armstrong Advisory Group first reported a position in TRV in Q1 2023 and has held it in 15 quarters since. The position peaked at $23.2K in Q3 2025. 745 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Armstrong Advisory Group held 52 shares of Travelers Companies worth $18.5K as of Q3 2026.
  • Armstrong Advisory Group left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #610 holding.
  • Armstrong Advisory Group first reported a position in Travelers Companies in Q1 2023 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Travelers Companies position peaked at $23.2K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.