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Everhart Financial Group’s Travelers Companies TRV Stock Holding History

Everhart Financial Group’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 		$301K Sell
911
-77
-8% -$23.3K 0.02% 365
2026
Q1 		$288K Buy
988
+280
+40% +$82K 0.02% 364
2025
Q4 		$205K Buy
+708
New +$199K 0.02% 406

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Everhart Financial Group's TRV Position: Q2 2026 in Review

Everhart Financial Group reduced its Travelers Companies (TRV) stake by 7.8% in Q2 2026, selling an estimated $23.3K and leaving 911 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #365.

Everhart Financial Group first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Everhart Financial Group held 911 shares of Travelers Companies worth $301K as of Q2 2026.
  • Everhart Financial Group sold 77 Travelers Companies shares in Q2 2026, an estimated $23.3K.
  • Travelers Companies made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #365 holding.
  • Everhart Financial Group first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.