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
Q3 		$4.91M Buy
13,785
+2,539
+23% +$930K 0.03% 433
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

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
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
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Farther Finance Advisors's TRV Position: Q3 2026 in Review

Farther Finance Advisors increased its Travelers Companies (TRV) stake by 23% in Q3 2026, buying an estimated $930K and bringing the position to 13,785 shares worth $4.91M. The position accounts for 0.03% of the portfolio, ranked #433.

Farther Finance Advisors first reported a position in TRV in Q4 2022 and has held it in 16 quarters since. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Farther Finance Advisors held 13,785 shares of Travelers Companies worth $4.91M as of Q3 2026.
  • Farther Finance Advisors bought 2,539 Travelers Companies shares in Q3 2026, an estimated $930K.
  • Travelers Companies made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #433 holding.
  • Farther Finance Advisors first reported a position in Travelers Companies in Q4 2022 and has held it in 16 quarters since.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.