Gen-Wealth Partners’s Travelers Companies TRV Stock Holding History

Gen-Wealth Partners’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	$1.98M	Sell	5,566 -495	-8%	-$181K	0.56%	41
2026 Q2	$2M	Sell	6,061 -21	-0.3%	-$6.36K	0.56%	49
2026 Q1	$1.77M	Buy	6,082 +136	+2%	+$39.8K	0.56%	50
2025 Q4	$1.72M	Buy	5,946 +164	+3%	+$46.2K	0.55%	47
2025 Q3	$1.61M	Buy	5,782 +489	+9%	+$131K	0.55%	45
2025 Q2	$1.42M	Sell	5,293 -192	-4%	-$50.6K	0.55%	50
2025 Q1	$1.45M	Buy	5,485 +437	+9%	+$109K	0.61%	40
2024 Q4	$1.22M	Sell	5,048 -230	-4%	-$57.4K	0.52%	50
2024 Q3	$1.32M	Sell	5,278 -128	-2%	-$28.2K	0.58%	36
2024 Q2	$1.1M	Buy	5,406 +152	+3%	+$32.7K	0.53%	45
2024 Q1	$1.21M	Buy	+5,254	New	+$1.12M	0.6%	39

Other funds holding TRV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Gen-Wealth Partners's TRV Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Travelers Companies (TRV) stake by 8.2% in Q3 2026, selling an estimated $181K and leaving 5,566 shares worth $1.98M. The position accounts for 0.56% of the portfolio, ranked #41.

Gen-Wealth Partners first reported a position in TRV in Q1 2024 and has held it in 11 quarters since. The position peaked at $2M in Q2 2026. 1,204 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Gen-Wealth Partners held 5,566 shares of Travelers Companies worth $1.98M as of Q3 2026.
Gen-Wealth Partners sold 495 Travelers Companies shares in Q3 2026, an estimated $181K.
Travelers Companies made up 0.56% of Gen-Wealth Partners's portfolio in Q3 2026, its #41 holding.
Gen-Wealth Partners first reported a position in Travelers Companies in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Travelers Companies position peaked at $2M in Q2 2026.
1,204 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.