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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
Q3 		$325K Hold
911
– – 0.02% 359
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Everhart Financial Group's TRV Position: Q3 2026 in Review

Everhart Financial Group held its Travelers Companies (TRV) position steady in Q3 2026 at 911 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #359.

Everhart Financial Group first reported a position in TRV in Q4 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Everhart Financial Group held 911 shares of Travelers Companies worth $325K as of Q3 2026.
  • Everhart Financial Group left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #359 holding.
  • Everhart Financial Group first reported a position in Travelers Companies in Q4 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.