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Fiduciary Financial Group’s Travelers Companies TRV Stock Holding History

Fiduciary 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
Q2 		$487K Buy
1,475
+98
+7% +$29.7K 0.06% 197
2026
Q1 		$402K Sell
1,377
-17
-1% -$4.98K 0.05% 224
2025
Q4 		$404K Buy
1,394
+118
+9% +$33.2K 0.06% 207
2025
Q3 		$356K Sell
1,276
-8
-0.6% -$2.14K 0.06% 220
2025
Q2 		$343K Buy
1,284
+38
+3% +$10K 0.06% 204
2025
Q1 		$305K Sell
1,246
-134
-10% -$33.4K 0.07% 187
2024
Q4 		$321K Sell
1,380
-61
-4% -$15.2K 0.07% 175
2024
Q3 		$332K Buy
1,441
+50
+4% +$11K 0.08% 184
2024
Q2 		$303K Buy
+1,391
New +$299K 0.07% 195

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

Fiduciary Financial Group's TRV Position: Q2 2026 in Review

Fiduciary Financial Group increased its Travelers Companies (TRV) stake by 7.1% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,475 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #197.

Fiduciary Financial Group first reported a position in TRV in Q2 2024 and has held it in 9 quarters since. 590 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Fiduciary Financial Group held 1,475 shares of Travelers Companies worth $487K as of Q2 2026.
  • Fiduciary Financial Group bought 98 Travelers Companies shares in Q2 2026, an estimated $29.7K.
  • Travelers Companies made up 0.06% of Fiduciary Financial Group's portfolio in Q2 2026, its #197 holding.
  • Fiduciary Financial Group first reported a position in Travelers Companies in Q2 2024 and has held it in 9 quarters since.
  • 590 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.