DiNuzzo Private Wealth
TRV icon

DiNuzzo Private Wealth’s Travelers Companies TRV Stock Holding History

DiNuzzo Private Wealth’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 		$13.9K Hold
39
– – ﹤0.01% 251
2026
Q2 		$12.9K Hold
39
– – ﹤0.01% 252
2026
Q1 		$11.4K Hold
39
– – ﹤0.01% 258
2025
Q4 		$11.3K Hold
39
– – ﹤0.01% 258
2025
Q3 		$10.6K Sell
39
-1
-3% -$268 ﹤0.01% 262
2025
Q2 		$10.7K Hold
40
– – ﹤0.01% 259
2025
Q1 		$10.6K Buy
40
+1
+3% +$249 ﹤0.01% 247
2024
Q4 		$9.4K Hold
39
– – ﹤0.01% 254
2024
Q3 		$9.13K Buy
39
+1
+3% +$220 ﹤0.01% 268
2024
Q2 		$7.73K Buy
38
+5
+15% +$1.08K ﹤0.01% 223
2024
Q1 		$7.6K Hold
33
– – ﹤0.01% 200
2023
Q4 		$6.29K Buy
+33
New +$5.71K ﹤0.01% 215

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

DiNuzzo Private Wealth's TRV Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Travelers Companies (TRV) position steady in Q3 2026 at 39 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

DiNuzzo Private Wealth first reported a position in TRV in Q4 2023 and has held it in 12 quarters since. 717 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • DiNuzzo Private Wealth held 39 shares of Travelers Companies worth $13.9K as of Q3 2026.
  • DiNuzzo Private Wealth left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #251 holding.
  • DiNuzzo Private Wealth first reported a position in Travelers Companies in Q4 2023 and has held it in 12 quarters since.
  • 717 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.