Elevation Wealth Partners
TRV icon

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
Q3 		$11.1K Buy
31
+9
+41% +$3.3K ﹤0.01% 861
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 $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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Elevation Wealth Partners's TRV Position: Q3 2026 in Review

Elevation Wealth Partners increased its Travelers Companies (TRV) stake by 41% in Q3 2026, buying an estimated $3.3K and bringing the position to 31 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Elevation Wealth Partners first reported a position in TRV in Q3 2025 and has held it in 5 quarters since. 856 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Elevation Wealth Partners held 31 shares of Travelers Companies worth $11.1K as of Q3 2026.
  • Elevation Wealth Partners bought 9 Travelers Companies shares in Q3 2026, an estimated $3.3K.
  • Travelers Companies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #861 holding.
  • Elevation Wealth Partners first reported a position in Travelers Companies in Q3 2025 and has held it in 5 quarters since.
  • 856 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.