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FSM Wealth Advisors’s Travelers Companies TRV Stock Holding History

FSM 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 		$257K Sell
777
-8
-1% -$2.42K 0.03% 295
2026
Q1 		$229K Buy
785
+27
+4% +$7.91K 0.03% 294
2025
Q4 		$220K Buy
+758
New +$213K 0.03% 291

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

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

FSM Wealth Advisors reduced its Travelers Companies (TRV) stake by 1% in Q2 2026, selling an estimated $2.42K and leaving 777 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #295.

FSM Wealth Advisors first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • FSM Wealth Advisors held 777 shares of Travelers Companies worth $257K as of Q2 2026.
  • FSM Wealth Advisors sold 8 Travelers Companies shares in Q2 2026, an estimated $2.42K.
  • Travelers Companies made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • FSM Wealth Advisors first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.