FFN
TRV icon

Focus Financial Network’s Travelers Companies TRV Stock Holding History

Focus Financial Network’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 		$2.37M Sell
7,179
-413
-5% -$125K 0.07% 214
2026
Q1 		$2.21M Sell
7,592
-599
-7% -$175K 0.08% 199
2025
Q4 		$2.38M Sell
8,191
-98
-1% -$27.6K 0.08% 185
2025
Q3 		$2.31M Buy
8,289
+208
+3% +$55.7K 0.08% 182
2025
Q2 		$2.16M Buy
8,081
+97
+1% +$25.6K 0.09% 180
2025
Q1 		$2.11M Buy
7,984
+8
+0.1% +$1.99K 0.09% 174
2024
Q4 		$1.92M Sell
7,976
-271
-3% -$67.7K 0.08% 186
2024
Q3 		$1.93M Buy
8,247
+147
+2% +$32.4K 0.08% 191
2024
Q2 		$1.79M Buy
8,100
+38
+0.5% +$8.17K 0.08% 189
2024
Q1 		$1.7M Sell
8,062
-2,295
-22% -$490K 0.08% 188
2023
Q4 		$1.97M Buy
10,357
+4,210
+68% +$729K 0.07% 210
2023
Q3 		$1M Buy
6,147
+395
+7% +$66K 0.06% 233
2023
Q2 		$999K Buy
5,752
+1
+0% +$176 0.06% 238
2023
Q1 		$986K Sell
5,751
-53
-0.9% -$9.64K 0.06% 231
2022
Q4 		$1.09M Buy
5,804
+46
+0.8% +$8.28K 0.09% 171
2022
Q3 		$882K Sell
5,758
-10
-0.2% -$1.63K 0.08% 196
2022
Q2 		$975K Buy
5,768
+19
+0.3% +$3.3K 0.08% 192
2022
Q1 		$1.05M Buy
5,749
+2,301
+67% +$394K 0.07% 190
2021
Q4 		$539K Buy
3,448
+238
+7% +$37.2K 0.08% 215
2021
Q3 		$488K Hold
3,210
– – 0.07% 264
2021
Q2 		$481K Hold
3,210
– – 0.06% 275
2021
Q1 		$483K Sell
3,210
-2,985
-48% -$439K 0.06% 261
2020
Q4 		$870K Sell
6,195
-692
-10% -$88.9K 0.08% 194
2020
Q3 		$745K Buy
6,887
+163
+2% +$18.7K 0.07% 214
2020
Q2 		$767K Sell
6,724
-12
-0.2% -$1.26K 0.09% 189
2020
Q1 		$669K Buy
6,736
+2
+0% +$249 0.09% 177
2019
Q4 		$922K Sell
6,734
-1
-0% -$136 0.11% 164
2019
Q3 		$1M Sell
6,735
-69
-1% -$10.3K 0.14% 135
2019
Q2 		$1.02M Buy
6,804
+77
+1% +$11.1K 0.15% 129
2019
Q1 		$923K Buy
+6,727
New +$861K 0.15% 130

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

Focus Financial Network's TRV Position: Q2 2026 in Review

Focus Financial Network reduced its Travelers Companies (TRV) stake by 5.4% in Q2 2026, selling an estimated $125K and leaving 7,179 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #214.

Focus Financial Network first reported a position in TRV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.38M in Q4 2025. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Focus Financial Network held 7,179 shares of Travelers Companies worth $2.37M as of Q2 2026.
  • Focus Financial Network sold 413 Travelers Companies shares in Q2 2026, an estimated $125K.
  • Travelers Companies made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #214 holding.
  • Focus Financial Network first reported a position in Travelers Companies in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Travelers Companies position peaked at $2.38M in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.