EWA
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EverSource Wealth Advisors’s Travelers Companies TRV Stock Holding History

EverSource Wealth 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 		$752K Sell
2,280
-589
-21% -$179K 0.03% 422
2026
Q1 		$837K Buy
2,869
+857
+43% +$251K 0.03% 435
2025
Q4 		$583K Sell
2,012
-222
-10% -$62.5K 0.02% 489
2025
Q3 		$624K Buy
2,234
+182
+9% +$48.7K 0.02% 426
2025
Q2 		$549K Buy
2,052
+1,002
+95% +$264K 0.02% 415
2025
Q1 		$278K Buy
1,050
+333
+46% +$83K 0.02% 549
2024
Q4 		$173K Buy
717
+47
+7% +$11.7K 0.01% 707
2024
Q3 		$157K Buy
670
+11
+2% +$2.42K 0.01% 638
2024
Q2 		$143K Buy
659
+87
+15% +$18.7K 0.01% 676
2024
Q1 		$121K Buy
572
+57
+11% +$12.2K 0.01% 640
2023
Q4 		$98.1K Buy
515
+6
+1% +$1.04K 0.01% 642
2023
Q3 		$83K Buy
509
+131
+35% +$21.9K 0.01% 637
2023
Q2 		$65.6K Buy
378
+51
+16% +$8.99K 0.01% 731
2023
Q1 		$56.1K Buy
327
+4
+1% +$727 0.01% 754
2022
Q4 		$60.6K Buy
323
+66
+26% +$11.9K 0.01% 689
2022
Q3 		$39K Buy
257
+93
+57% +$15.1K 0.01% 702
2022
Q2 		$28K Sell
164
-2
-1% -$348 0.01% 746
2022
Q1 		$30K Buy
166
+13
+8% +$2.23K 0.01% 575
2021
Q4 		$24K Buy
+153
New +$23.9K 0.01% 620

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

EverSource Wealth Advisors's TRV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Travelers Companies (TRV) stake by 21% in Q2 2026, selling an estimated $179K and leaving 2,280 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #422.

EverSource Wealth Advisors first reported a position in TRV in Q4 2021 and has held it in 19 quarters since. The position peaked at $837K in Q1 2026. 608 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • EverSource Wealth Advisors held 2,280 shares of Travelers Companies worth $752K as of Q2 2026.
  • EverSource Wealth Advisors sold 589 Travelers Companies shares in Q2 2026, an estimated $179K.
  • Travelers Companies made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • EverSource Wealth Advisors first reported a position in Travelers Companies in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Travelers Companies position peaked at $837K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.