IA
TRV icon

IFP Advisors’s Travelers Companies TRV Stock Holding History

IFP 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 		$6.03M Sell
18,260
-167
-0.9% -$50.6K 0.11% 208
2026
Q1 		$5.37M Buy
18,427
+2,965
+19% +$869K 0.11% 206
2025
Q4 		$4.48M Buy
15,462
+454
+3% +$128K 0.1% 212
2025
Q3 		$4.19M Buy
15,008
+1,117
+8% +$299K 0.11% 200
2025
Q2 		$3.72M Buy
13,891
+219
+2% +$57.7K 0.11% 211
2025
Q1 		$3.62M Buy
13,672
+562
+4% +$140K 0.11% 205
2024
Q4 		$3.16M Buy
13,110
+8,925
+213% +$2.23M 0.1% 222
2024
Q3 		$980K Sell
4,185
-53
-1% -$11.7K 0.04% 485
2024
Q2 		$862K Buy
4,238
+3,208
+311% +$690K 0.03% 485
2024
Q1 		$237K Buy
1,030
+28
+3% +$5.98K 0.01% 919
2023
Q4 		$191K Sell
1,002
-298
-23% -$51.6K 0.01% 969
2023
Q3 		$212K Buy
1,300
+160
+14% +$26.7K 0.01% 936
2023
Q2 		$198K Buy
1,140
+234
+26% +$41.3K 0.01% 1029
2023
Q1 		$80K Sell
906
-1,437
-61% -$261K ﹤0.01% 1357
2022
Q4 		$222K Sell
2,343
-53
-2% -$9.53K 0.01% 1299
2022
Q3 		$234K Buy
2,396
+205
+9% +$33.3K 0.01% 1320
2022
Q2 		$216K Hold
2,191
– – 0.01% 1236
2022
Q1 		$216K Buy
2,191
+1,325
+153% +$227K 0.01% 1236
2021
Q4 		$137K Sell
866
-179
-17% -$28K ﹤0.01% 1133
2021
Q3 		$162K Buy
1,045
+212
+25% +$32.8K ﹤0.01% 1069
2021
Q2 		$126K Sell
833
-315
-27% -$48.9K ﹤0.01% 1123
2021
Q1 		$172K Sell
1,148
-74
-6% -$10.9K ﹤0.01% 913
2020
Q4 		$173K Sell
1,222
-235
-16% -$30.2K 0.01% 865
2020
Q3 		$160K Sell
1,457
-143
-9% -$16.4K 0.01% 787
2020
Q2 		$184K Buy
1,600
+185
+13% +$19.5K 0.01% 701
2020
Q1 		$142K Buy
1,415
+60
+4% +$7.46K 0.01% 697
2019
Q4 		$184K Sell
1,355
-299
-18% -$40.7K 0.01% 688
2019
Q3 		$247K Buy
+1,654
New +$246K 0.02% 704
2019
Q1 		$25K Sell
176
-4,178
-96% -$535K ﹤0.01% 1253
2018
Q4 		$515K Sell
4,354
-423
-9% -$52.9K 0.03% 544
2018
Q3 		$620K Buy
4,777
+723
+18% +$93.3K 0.03% 597
2018
Q2 		$496K Buy
4,054
+630
+18% +$82.5K 0.02% 662
2018
Q1 		$464K Hold
3,424
– – 0.02% 650
2017
Q4 		$464K Sell
3,424
-3,387
-50% -$447K 0.02% 650
2017
Q3 		$834K Sell
6,811
-4,093
-38% -$511K 0.03% 501
2017
Q2 		$1.38M Buy
10,904
+735
+7% +$90.5K 0.06% 343
2017
Q1 		$1.23M Buy
10,169
+501
+5% +$60.2K 0.05% 375
2016
Q4 		$1.18M Buy
9,668
+692
+8% +$79K 0.06% 349
2016
Q3 		$1.03M Sell
8,976
-698
-7% -$81.7K 0.05% 359
2016
Q2 		$1.15M Buy
9,674
+9,498
+5,397% +$1.07M 0.06% 327
2016
Q1 		$25K Sell
176
-8,381
-98% -$915K ﹤0.01% 1252
2015
Q4 		$966K Buy
+8,557
New +$951K 0.06% 321

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

IFP Advisors's TRV Position: Q2 2026 in Review

IFP Advisors reduced its Travelers Companies (TRV) stake by 0.91% in Q2 2026, selling an estimated $50.6K and leaving 18,260 shares worth $6.03M. The position accounts for 0.11% of the portfolio, ranked #208.

IFP Advisors first reported a position in TRV in Q4 2015 and has held it in 42 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • IFP Advisors held 18,260 shares of Travelers Companies worth $6.03M as of Q2 2026.
  • IFP Advisors sold 167 Travelers Companies shares in Q2 2026, an estimated $50.6K.
  • Travelers Companies made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #208 holding.
  • IFP Advisors first reported a position in Travelers Companies in Q4 2015 and has held it in 42 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.