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Capstone Wealth Management (Alabama)’s Travelers Companies TRV Stock Holding History

Capstone Wealth Management (Alabama)’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 		$515K Buy
+1,560
New +$473K 0.24% 53

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s TRV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Travelers Companies (TRV) in Q2 2026: 1,560 shares worth $515K. The stake represents 0.24% of the portfolio and ranks #53 among its holdings.

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

  • Capstone Wealth Management (Alabama) held 1,560 shares of Travelers Companies worth $515K as of Q2 2026.
  • Travelers Companies was a new Capstone Wealth Management (Alabama) position in Q2 2026.
  • Travelers Companies made up 0.24% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #53 holding.
  • 869 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.