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Iams Wealth Management’s Travelers Companies TRV Stock Holding History

Iams Wealth Management’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 		$780K Buy
2,362
+456
+24% +$138K 0.23% 117
2026
Q1 		$556K Buy
1,906
+720
+61% +$211K 0.19% 132
2025
Q4 		$344K Buy
1,186
+243
+26% +$68.4K 0.12% 153
2025
Q3 		$263K Buy
+943
New +$253K 0.11% 156

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

Iams Wealth Management's TRV Position: Q2 2026 in Review

Iams Wealth Management increased its Travelers Companies (TRV) stake by 24% in Q2 2026, buying an estimated $138K and bringing the position to 2,362 shares worth $780K. The position accounts for 0.23% of the portfolio, ranked #117.

Iams Wealth Management first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Iams Wealth Management held 2,362 shares of Travelers Companies worth $780K as of Q2 2026.
  • Iams Wealth Management bought 456 Travelers Companies shares in Q2 2026, an estimated $138K.
  • Travelers Companies made up 0.23% of Iams Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Iams Wealth Management first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.