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Elevation Wealth Partners’s Travelers Companies TRV Stock Holding History

Elevation Wealth Partners’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 		$7.26K Buy
22
+7
+47% +$2.12K ﹤0.01% 917
2026
Q1 		$4.38K Buy
15
+4
+36% +$1.17K ﹤0.01% 743
2025
Q4 		$3.19K Hold
11
– – ﹤0.01% 718
2025
Q3 		$3.07K Buy
+11
New +$2.95K ﹤0.01% 563

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Elevation Wealth Partners's TRV Position: Q2 2026 in Review

Elevation Wealth Partners increased its Travelers Companies (TRV) stake by 47% in Q2 2026, buying an estimated $2.12K and bringing the position to 22 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Elevation Wealth Partners first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Elevation Wealth Partners held 22 shares of Travelers Companies worth $7.26K as of Q2 2026.
  • Elevation Wealth Partners bought 7 Travelers Companies shares in Q2 2026, an estimated $2.12K.
  • Travelers Companies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #917 holding.
  • Elevation Wealth Partners first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.