FFA
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Farther Finance Advisors’s Travelers Companies TRV Stock Holding History

Farther Finance 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 		$3.71M Buy
11,246
+768
+7% +$233K 0.03% 502
2026
Q1 		$3.04M Buy
10,478
+1,845
+21% +$540K 0.03% 491
2025
Q4 		$2.5M Buy
8,633
+2,526
+41% +$711K 0.03% 504
2025
Q3 		$1.71M Buy
6,107
+2,621
+75% +$702K 0.03% 510
2025
Q2 		$933K Sell
3,486
-167
-5% -$44K 0.02% 621
2025
Q1 		$966K Buy
3,653
+1,049
+40% +$261K 0.02% 519
2024
Q4 		$631K Buy
2,604
+94
+4% +$23.5K 0.02% 512
2024
Q3 		$588K Buy
2,510
+189
+8% +$41.7K 0.02% 529
2024
Q2 		$471K Buy
2,321
+1,388
+149% +$298K 0.02% 499
2024
Q1 		$213K Buy
933
+149
+19% +$31.8K 0.01% 664
2023
Q4 		$149K Buy
784
+375
+92% +$64.9K 0.01% 656
2023
Q3 		$66.8K Buy
409
+152
+59% +$25.4K 0.01% 685
2023
Q2 		$44.6K Buy
257
+8
+3% +$1.41K 0.01% 716
2023
Q1 		$42.7K Buy
249
+43
+21% +$7.82K 0.01% 649
2022
Q4 		$38.6K Buy
+206
New +$37.1K 0.02% 549

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Farther Finance Advisors's TRV Position: Q2 2026 in Review

Farther Finance Advisors increased its Travelers Companies (TRV) stake by 7.3% in Q2 2026, buying an estimated $233K and bringing the position to 11,246 shares worth $3.71M. The position accounts for 0.03% of the portfolio, ranked #502.

Farther Finance Advisors first reported a position in TRV in Q4 2022 and has held it in 15 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Farther Finance Advisors held 11,246 shares of Travelers Companies worth $3.71M as of Q2 2026.
  • Farther Finance Advisors bought 768 Travelers Companies shares in Q2 2026, an estimated $233K.
  • Travelers Companies made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #502 holding.
  • Farther Finance Advisors first reported a position in Travelers Companies in Q4 2022 and has held it in 15 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.