SUCCESSION FINANCIAL, INC.’s Travelers Companies TRV Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$463K	Buy	+1,402	New	+$425K	0.44%	25

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s TRV Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Travelers Companies (TRV) in Q2 2026: 1,402 shares worth $463K. The stake represents 0.44% of the portfolio and ranks #25 among its holdings.

1,173 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 1,402 shares of Travelers Companies worth $463K as of Q2 2026.
Travelers Companies was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Travelers Companies made up 0.44% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #25 holding.
1,173 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.