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Financial Life Planners’s Travelers Companies TRV Stock Holding History

Financial Life Planners’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 		$119K Buy
361
+1
+0.3% +$303 0.08% 83
2026
Q1 		$105K Buy
+360
New +$105K 0.08% 81
2025
Q4 		– Sell
-357
Closed -$99.7K – 302
2025
Q3 		$99.7K Buy
+357
New +$95.6K 0.07% 91
2025
Q1 		– Sell
-337
Closed -$81.6K – 352
2024
Q4 		$81.6K Buy
+337
New +$84.1K 0.07% 91

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 Life Planners's TRV Position: Q2 2026 in Review

Financial Life Planners increased its Travelers Companies (TRV) stake by 0.28% in Q2 2026, buying an estimated $303 and bringing the position to 361 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #83.

Financial Life Planners first reported a position in TRV in Q4 2024 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Financial Life Planners held 361 shares of Travelers Companies worth $119K as of Q2 2026.
  • Financial Life Planners bought 1 Travelers Companies share in Q2 2026, an estimated $303.
  • Travelers Companies made up 0.08% of Financial Life Planners's portfolio in Q2 2026, its #83 holding.
  • Financial Life Planners first reported a position in Travelers Companies in Q4 2024 and has held it in 4 quarters since.
  • 590 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.