Hughes Financial Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47.5K Buy
144
+16
+13% +$4.85K 0.01% 184
2026
Q1
$37.3K Buy
128
+2
+2% +$586 0.01% 192
2025
Q4
$36.5K Hold
126
0.01% 182
2025
Q3
$35.6K Buy
126
+3
+2% +$803 0.01% 179
2025
Q2
$32.9K Sell
123
-2
-2% -$527 0.01% 183
2025
Q1
$33.1K Buy
+125
New +$31.1K 0.01% 180

Other funds holding TRV

Hughes Financial Services's TRV Position: Q2 2026 in Review

Hughes Financial Services increased its Travelers Companies (TRV) stake by 13% in Q2 2026, buying an estimated $4.85K and bringing the position to 144 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #184.

Hughes Financial Services first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Hughes Financial Services held 144 shares of Travelers Companies worth $47.5K as of Q2 2026.
  • Hughes Financial Services bought 16 Travelers Companies shares in Q2 2026, an estimated $4.85K.
  • Travelers Companies made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #184 holding.
  • Hughes Financial Services first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.