FPH
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Financial Planning Hawaii’s Travelers Companies TRV Stock Holding History

Financial Planning Hawaii’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 		$1.4M Buy
4,245
+55
+1% +$16.7K 0.75% 37
2026
Q1 		$1.22M Hold
4,190
– – 0.72% 40
2025
Q4 		$1.22M Buy
+4,190
New +$1.18M 0.7% 37

Other funds holding TRV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Planning Hawaii's TRV Position: Q2 2026 in Review

Financial Planning Hawaii increased its Travelers Companies (TRV) stake by 1.3% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,245 shares worth $1.4M. The position accounts for 0.75% of the portfolio, ranked #37.

Financial Planning Hawaii first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,108 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Financial Planning Hawaii held 4,245 shares of Travelers Companies worth $1.4M as of Q2 2026.
  • Financial Planning Hawaii bought 55 Travelers Companies shares in Q2 2026, an estimated $16.7K.
  • Travelers Companies made up 0.75% of Financial Planning Hawaii's portfolio in Q2 2026, its #37 holding.
  • Financial Planning Hawaii first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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