FORM Wealth Advisors’s Travelers Companies TRV Stock Holding History

FORM Wealth Advisors’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	$307K	Hold	930	–	–	0.03%	48
2026 Q1	$271K	Hold	930	–	–	0.03%	50
2025 Q4	$270K	Buy	+930	New	+$262K	0.03%	50
2025 Q2	$249K	Hold	930	–	–	0.03%	57
2025 Q1	$246K	Buy	+930	New	+$232K	0.03%	53

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

FORM Wealth Advisors's TRV Position: Q2 2026 in Review

FORM Wealth Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 930 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #48.

FORM Wealth Advisors first reported a position in TRV in Q1 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

FORM Wealth Advisors held 930 shares of Travelers Companies worth $307K as of Q2 2026.
FORM Wealth Advisors left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #48 holding.
FORM Wealth Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 5 quarters since.
448 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.