HHM Wealth Advisors’s Travelers Companies TRV Stock Holding History

HHM 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	$38K	Buy	115 +29	+34%	+$8.79K	﹤0.01%	425
2026 Q1	$25.1K	Buy	86 +51	+146%	+$14.9K	﹤0.01%	471
2025 Q4	$10.2K	Buy	+35	New	+$9.85K	﹤0.01%	617
2025 Q3	–	Sell	-5	Closed	-$1.34K	–	933
2025 Q2	$1.34K	Hold	5	–	–	﹤0.01%	795
2025 Q1	$1.32K	Hold	5	–	–	﹤0.01%	802
2024 Q4	$1.21K	Buy	+5	New	+$1.25K	﹤0.01%	823
2023 Q4	–	Sell	-4	Closed	-$654	–	818
2023 Q3	$654	Buy	+4	New	+$668	﹤0.01%	748
2022 Q3	–	Sell	-474	Closed	-$80K	–	808
2022 Q2	$80K	Sell	474 -52	-10%	-$9.04K	0.02%	214
2022 Q1	$96K	Sell	526 -2	-0.4%	-$343	0.02%	225
2021 Q4	$83K	Hold	528	–	–	0.02%	241
2021 Q3	$80K	Sell	528 -125	-19%	-$19.4K	0.02%	235
2021 Q2	$98K	Hold	653	–	–	0.03%	209
2021 Q1	$98K	Hold	653	–	–	0.03%	189
2020 Q4	$92K	Hold	653	–	–	0.03%	182
2020 Q3	$71K	Sell	653 -44	-6%	-$5.04K	0.03%	190
2020 Q2	$79K	Hold	697	–	–	0.03%	176
2020 Q1	$69K	Buy	+697	New	+$86.7K	0.03%	170

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

HHM Wealth Advisors increased its Travelers Companies (TRV) stake by 34% in Q2 2026, buying an estimated $8.79K and bringing the position to 115 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

HHM Wealth Advisors first reported a position in TRV in Q1 2020 and has held it in 17 quarters since. The position peaked at $98K in Q2 2021. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

HHM Wealth Advisors held 115 shares of Travelers Companies worth $38K as of Q2 2026.
HHM Wealth Advisors bought 29 Travelers Companies shares in Q2 2026, an estimated $8.79K.
Travelers Companies made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #425 holding.
HHM Wealth Advisors first reported a position in Travelers Companies in Q1 2020 and has held it in 17 quarters since.
HHM Wealth Advisors's Travelers Companies position peaked at $98K in Q2 2021.
563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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