Diversify Advisory Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.07M Buy
+7,860
New +$2.38M 0.05% 286
2026
Q1
Sell
-1,301
Closed -$351K 804
2025
Q4
$351K Buy
1,301
+397
+44% +$112K 0.01% 716
2025
Q3
$242K Buy
+904
New +$242K 0.01% 785
2024
Q4
Sell
-2,032
Closed -$527K 686
2024
Q3
$527K Sell
2,032
-1,019
-33% -$225K 0.03% 371
2024
Q2
$620K Sell
3,051
-822
-21% -$177K 0.03% 341
2024
Q1
$884K Buy
+3,873
New +$827K 0.05% 282

Other funds holding TRV

Diversify Advisory Services's TRV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Travelers Companies (TRV) in Q2 2026: 7,860 shares worth $3.07M. The stake represents 0.05% of the portfolio and ranks #286 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in TRV as recently as Q4 2025.

Diversify Advisory Services first reported a position in TRV in Q1 2024 and has held it in 6 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Diversify Advisory Services held 7,860 shares of Travelers Companies worth $3.07M as of Q2 2026.
  • Travelers Companies was a new Diversify Advisory Services position in Q2 2026.
  • Travelers Companies made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #286 holding.
  • Diversify Advisory Services first reported a position in Travelers Companies in Q1 2024 and has held it in 6 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.