Caliber Wealth Management (Kansas)’s Travelers Companies TRV Stock Holding History

Caliber Wealth Management (Kansas)’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	$225K	Buy	+683	New	+$207K	0.02%	276

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s TRV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in Travelers Companies (TRV) in Q2 2026: 683 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #276 among its holdings.

761 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Caliber Wealth Management (Kansas) held 683 shares of Travelers Companies worth $225K as of Q2 2026.
Travelers Companies was a new Caliber Wealth Management (Kansas) position in Q2 2026.
Travelers Companies made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #276 holding.
761 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.