BRWA
TRV icon

B. Riley Wealth Advisors’s Travelers Companies TRV Stock Holding History

B. Riley Wealth Advisors’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 		$858K Buy
2,586
+112
+5% +$33.9K 0.05% 337
2026
Q1 		$722K Sell
2,474
-428
-15% -$125K 0.05% 357
2025
Q4 		$842K Sell
2,902
-438
-13% -$123K 0.04% 382
2025
Q3 		$933K Sell
3,340
-1,600
-32% -$428K 0.04% 356
2025
Q2 		$1.32M Buy
+4,940
New +$1.3M 0.06% 289
2024
Q2 		– Sell
-9,695
Closed -$1.58M – 1596
2024
Q1 		$1.58M Buy
9,695
+7,043
+266% +$1.5M 0.04% 413
2023
Q4 		$505K Sell
2,652
-7,043
-73% -$1.22M 0.01% 806
2023
Q3 		$1.58M Sell
9,695
-2,677
-22% -$447K 0.04% 413
2023
Q2 		$2.15M Buy
12,372
+166
+1% +$29.3K 0.05% 355
2023
Q1 		$2.09M Buy
12,206
+636
+5% +$116K 0.06% 331
2022
Q4 		$2.17M Buy
11,570
+540
+5% +$97.1K 0.06% 315
2022
Q3 		$1.69M Buy
11,030
+2,463
+29% +$400K 0.05% 347
2022
Q2 		$1.45M Sell
8,567
-43
-0.5% -$7.47K 0.06% 315
2022
Q1 		$1.57M Buy
8,610
+552
+7% +$94.6K 0.05% 350
2021
Q4 		$1.26M Buy
8,058
+276
+4% +$43.1K 0.04% 462
2021
Q3 		$1.18M Sell
7,782
-409
-5% -$63.3K 0.04% 465
2021
Q2 		$1.23M Buy
8,191
+1,394
+21% +$216K 0.04% 453
2021
Q1 		$1.02M Buy
6,797
+1,608
+31% +$236K 0.04% 473
2020
Q4 		$729K Buy
5,189
+532
+11% +$68.3K 0.04% 416
2020
Q3 		$504K Sell
4,657
-1,540
-25% -$177K 0.03% 527
2020
Q2 		$707K Sell
6,197
-1,239
-17% -$131K 0.05% 349
2020
Q1 		$739K Buy
7,436
+3,222
+76% +$401K 0.06% 292
2019
Q4 		$578K Buy
4,214
+2,096
+99% +$285K 0.05% 387
2019
Q3 		$315K Buy
2,118
+324
+18% +$48.2K 0.03% 575
2019
Q2 		$269K Buy
+1,794
New +$259K 0.03% 611
2018
Q2 		– Sell
-1,486
Closed -$207K – 732
2018
Q1 		$207K Buy
+1,486
New +$208K 0.03% 575
2017
Q3 		– Sell
-2,069
Closed -$263K – 592
2017
Q2 		$263K Buy
2,069
+215
+12% +$26.5K 0.05% 407
2017
Q1 		$224K Buy
1,854
+31
+2% +$3.73K 0.04% 434
2016
Q4 		$224K Sell
1,823
-1,849
-50% -$211K 0.05% 426
2016
Q3 		$422K Sell
3,672
-197
-5% -$23.1K 0.08% 304
2016
Q2 		$462K Buy
+3,869
New +$438K 0.09% 271
2015
Q1 		– Sell
-4,479
Closed -$2.61K – 1873
2014
Q4 		$2.61K Buy
4,479
+2,335
+109% +$236K 0.06% 459
2014
Q3 		$201K Buy
+2,144
New +$200K 0.05% 512
2014
Q2 		– Sell
-1,752
Closed -$149K – 2462
2014
Q1 		$149K Buy
1,752
+215
+14% +$18.1K 0.05% 491
2013
Q4 		$139K Buy
+1,537
New +$134K 0.04% 460

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

B. Riley Wealth Advisors's TRV Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Travelers Companies (TRV) stake by 4.5% in Q2 2026, buying an estimated $33.9K and bringing the position to 2,586 shares worth $858K. The position accounts for 0.05% of the portfolio, ranked #337.

B. Riley Wealth Advisors first reported a position in TRV in Q4 2013 and has held it in 35 quarters since. The position peaked at $2.17M in Q4 2022. 633 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • B. Riley Wealth Advisors held 2,586 shares of Travelers Companies worth $858K as of Q2 2026.
  • B. Riley Wealth Advisors bought 112 Travelers Companies shares in Q2 2026, an estimated $33.9K.
  • Travelers Companies made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #337 holding.
  • B. Riley Wealth Advisors first reported a position in Travelers Companies in Q4 2013 and has held it in 35 quarters since.
  • B. Riley Wealth Advisors's Travelers Companies position peaked at $2.17M in Q4 2022.
  • 633 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.