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Everpar Advisors’s Travelers Companies TRV Stock Holding History

Everpar Advisors’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 		$661K Buy
2,001
+158
+9% +$47.9K 0.19% 112
2026
Q1 		$538K Buy
1,843
+345
+23% +$101K 0.19% 124
2025
Q4 		$435K Buy
1,498
+330
+28% +$92.9K 0.16% 141
2025
Q3 		$326K Buy
1,168
+60
+5% +$16.1K 0.13% 187
2025
Q2 		$296K Buy
1,108
+59
+6% +$15.6K 0.13% 204
2025
Q1 		$277K Sell
1,049
-178
-15% -$44.3K 0.15% 198
2024
Q4 		$296K Buy
1,227
+80
+7% +$20K 0.15% 189
2024
Q3 		$269K Sell
1,147
-54
-4% -$11.9K 0.14% 207
2024
Q2 		$244K Buy
1,201
+102
+9% +$21.9K 0.12% 224
2024
Q1 		$253K Sell
1,099
-548
-33% -$117K 0.15% 196
2023
Q4 		$314K Buy
+1,647
New +$285K 0.15% 214

Other funds holding TRV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everpar Advisors's TRV Position: Q2 2026 in Review

Everpar Advisors increased its Travelers Companies (TRV) stake by 8.6% in Q2 2026, buying an estimated $47.9K and bringing the position to 2,001 shares worth $661K. The position accounts for 0.19% of the portfolio, ranked #112.

Everpar Advisors first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Everpar Advisors held 2,001 shares of Travelers Companies worth $661K as of Q2 2026.
  • Everpar Advisors bought 158 Travelers Companies shares in Q2 2026, an estimated $47.9K.
  • Travelers Companies made up 0.19% of Everpar Advisors's portfolio in Q2 2026, its #112 holding.
  • Everpar Advisors first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 308 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.