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Global Wealth Strategies & Associates’s Travelers Companies TRV Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-18
Closed -$5.33K – 436
2026
Q1 		$5.33K Hold
18
– – ﹤0.01% 358
2025
Q4 		$5.28K Hold
18
– – ﹤0.01% 360
2025
Q3 		$5.07K Hold
18
– – ﹤0.01% 340
2025
Q2 		$4.84K Hold
18
– – ﹤0.01% 266
2025
Q1 		$4.76K Hold
18
– – ﹤0.01% 321
2024
Q4 		$4.34K Buy
+18
New +$4.49K ﹤0.01% 274

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Global Wealth Strategies & Associates's TRV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 18 shares — an estimated $5.33K sold.

Global Wealth Strategies & Associates first reported a position in TRV in Q4 2024 and held it in 6 quarters. The position peaked at $5.33K in Q1 2026. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 18 Travelers Companies shares in Q2 2026, an estimated $5.33K.
  • Global Wealth Strategies & Associates first reported a position in Travelers Companies in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Travelers Companies position peaked at $5.33K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.