FC
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Financial Consulate’s Travelers Companies TRV Stock Holding History

Financial Consulate’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 		$136K Buy
411
+11
+3% +$3.33K 0.02% 198
2026
Q1 		$117K Buy
400
+28
+8% +$8.2K 0.01% 200
2025
Q4 		$108K Buy
372
+5
+1% +$1.41K 0.01% 227
2025
Q3 		$102K Buy
+367
New +$98.3K 0.01% 228

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

Financial Consulate's TRV Position: Q2 2026 in Review

Financial Consulate increased its Travelers Companies (TRV) stake by 2.8% in Q2 2026, buying an estimated $3.33K and bringing the position to 411 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #198.

Financial Consulate first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Financial Consulate held 411 shares of Travelers Companies worth $136K as of Q2 2026.
  • Financial Consulate bought 11 Travelers Companies shares in Q2 2026, an estimated $3.33K.
  • Travelers Companies made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #198 holding.
  • Financial Consulate first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.