HWP
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Highline Wealth Partners’s Travelers Companies TRV Stock Holding History

Highline 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
Q2 		$42.3K Buy
128
+45
+54% +$13.6K 0.01% 255
2026
Q1 		$24.2K Buy
83
+4
+5% +$1.17K 0.01% 264
2025
Q4 		$22.9K Buy
79
+20
+34% +$5.63K 0.01% 235
2025
Q3 		$16.5K Sell
59
-2
-3% -$536 ﹤0.01% 313
2025
Q2 		$16.3K Buy
61
+10
+20% +$2.64K ﹤0.01% 257
2025
Q1 		$13.5K Buy
51
+6
+13% +$1.5K ﹤0.01% 260
2024
Q4 		$10.8K Buy
45
+9
+25% +$2.25K ﹤0.01% 242
2024
Q3 		$8.43K Sell
36
-1
-3% -$220 ﹤0.01% 280
2024
Q2 		$7.52K Buy
37
+10
+37% +$2.15K ﹤0.01% 249
2024
Q1 		$6.21K Hold
27
– – ﹤0.01% 255
2023
Q4 		$5.14K Buy
27
+25
+1,250% +$4.33K ﹤0.01% 246
2023
Q3 		$327 Hold
2
– – ﹤0.01% 364
2023
Q2 		$347 Buy
+2
New +$353 ﹤0.01% 314

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Highline Wealth Partners's TRV Position: Q2 2026 in Review

Highline Wealth Partners increased its Travelers Companies (TRV) stake by 54% in Q2 2026, buying an estimated $13.6K and bringing the position to 128 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #255.

Highline Wealth Partners first reported a position in TRV in Q2 2023 and has held it in 13 quarters since. 400 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Highline Wealth Partners held 128 shares of Travelers Companies worth $42.3K as of Q2 2026.
  • Highline Wealth Partners bought 45 Travelers Companies shares in Q2 2026, an estimated $13.6K.
  • Travelers Companies made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #255 holding.
  • Highline Wealth Partners first reported a position in Travelers Companies in Q2 2023 and has held it in 13 quarters since.
  • 400 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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