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Atwood & Palmer’s Travelers Companies TRV Stock Holding History

Atwood & Palmer’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 		$53.5K Hold
150
– – ﹤0.01% 255
2026
Q2 		$49.5K Hold
150
– – ﹤0.01% 252
2026
Q1 		$43.8K Hold
150
– – ﹤0.01% 254
2025
Q4 		$43.5K Hold
150
– – ﹤0.01% 246
2025
Q3 		$41.9K Sell
150
-88
-37% -$23.6K ﹤0.01% 258
2025
Q2 		$63.7K Hold
238
– – ﹤0.01% 225
2025
Q1 		$62.9K Hold
238
– – ﹤0.01% 212
2024
Q4 		$57.3K Hold
238
– – ﹤0.01% 214
2024
Q3 		$55.7K Hold
238
– – ﹤0.01% 218
2024
Q2 		$48.4K Sell
238
-335
-58% -$72K ﹤0.01% 229
2024
Q1 		$132K Hold
573
– – 0.01% 170
2023
Q4 		$109K Hold
573
– – 0.01% 181
2023
Q3 		$93.6K Hold
573
– – 0.01% 175
2023
Q2 		$99.5K Buy
573
+325
+131% +$57.3K 0.01% 183
2023
Q1 		$42.5K Hold
248
– – ﹤0.01% 211
2022
Q4 		$46.5K Hold
248
– – ﹤0.01% 215
2022
Q3 		$38K Hold
248
– – ﹤0.01% 214
2022
Q2 		$42K Hold
248
– – ﹤0.01% 224
2022
Q1 		$45K Hold
248
– – ﹤0.01% 235
2021
Q4 		$39K Hold
248
– – ﹤0.01% 257
2021
Q3 		$38K Hold
248
– – ﹤0.01% 241
2021
Q2 		$37K Hold
248
– – ﹤0.01% 243
2021
Q1 		$37K Buy
+248
New +$36.5K ﹤0.01% 239

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

Atwood & Palmer's TRV Position: Q3 2026 in Review

Atwood & Palmer held its Travelers Companies (TRV) position steady in Q3 2026 at 150 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Atwood & Palmer first reported a position in TRV in Q1 2021 and has held it in 23 quarters since. The position peaked at $132K in Q1 2024. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Atwood & Palmer held 150 shares of Travelers Companies worth $53.5K as of Q3 2026.
  • Atwood & Palmer left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #255 holding.
  • Atwood & Palmer first reported a position in Travelers Companies in Q1 2021 and has held it in 23 quarters since.
  • Atwood & Palmer's Travelers Companies position peaked at $132K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.