HAP
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Harbor Asset Planning’s Travelers Companies TRV Stock Holding History

Harbor Asset Planning’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 		$42.9K Hold
130
– – 0.03% 232
2026
Q1 		$37.9K Hold
130
– – 0.03% 233
2025
Q4 		$37.7K Hold
130
– – 0.03% 222
2025
Q3 		$36.3K Hold
130
– – 0.03% 214
2025
Q2 		$34.8K Buy
+130
New +$34.3K 0.03% 215

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

Harbor Asset Planning's TRV Position: Q2 2026 in Review

Harbor Asset Planning held its Travelers Companies (TRV) position steady in Q2 2026 at 130 shares worth $42.9K. The position accounts for 0.03% of the portfolio, ranked #232.

Harbor Asset Planning first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Harbor Asset Planning held 130 shares of Travelers Companies worth $42.9K as of Q2 2026.
  • Harbor Asset Planning left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #232 holding.
  • Harbor Asset Planning first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.