FORM Wealth Advisors
TRV icon

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
Q3 		$332K Hold
930
– – 0.04% 44
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
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

FORM Wealth Advisors's TRV Position: Q3 2026 in Review

FORM Wealth Advisors held its Travelers Companies (TRV) position steady in Q3 2026 at 930 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #44.

FORM Wealth Advisors first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • FORM Wealth Advisors held 930 shares of Travelers Companies worth $332K as of Q3 2026.
  • FORM Wealth Advisors left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up 0.04% of FORM Wealth Advisors's portfolio in Q3 2026, its #44 holding.
  • FORM Wealth Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.