Integrated Advisors Network
TRV icon

Integrated Advisors Network’s Travelers Companies TRV Stock Holding History

Integrated Advisors Network’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
Q3 		$1.02M Sell
2,858
-60
-2% -$22K 0.05% 316
2026
Q2 		$963K Buy
2,918
+12
+0.4% +$3.64K 0.04% 329
2026
Q1 		$848K Buy
2,906
+15
+0.5% +$4.39K 0.04% 347
2025
Q4 		$839K Sell
2,891
-83
-3% -$23.4K 0.04% 377
2025
Q3 		$830K Buy
2,974
+31
+1% +$8.3K 0.03% 401
2025
Q2 		$787K Buy
2,943
+941
+47% +$248K 0.04% 403
2025
Q1 		$529K Sell
2,002
-22
-1% -$5.48K 0.03% 449
2024
Q4 		$487K Sell
2,024
-3
-0.1% -$749 0.02% 462
2024
Q3 		$474K Sell
2,027
-17
-0.8% -$3.75K 0.02% 487
2024
Q2 		$416K Sell
2,044
-18,022
-90% -$3.87M 0.02% 497
2024
Q1 		$4.62M Sell
20,066
-810
-4% -$173K 0.23% 117
2023
Q4 		$3.98M Buy
20,876
+19,032
+1,032% +$3.3M 0.22% 122
2023
Q3 		$301K Sell
1,844
-116
-6% -$19.4K 0.02% 536
2023
Q2 		$340K Sell
1,960
-209
-10% -$36.9K 0.02% 514
2023
Q1 		$372K Buy
2,169
+66
+3% +$12K 0.02% 503
2022
Q4 		$394K Buy
2,103
+84
+4% +$15.1K 0.03% 459
2022
Q3 		$309K Sell
2,019
-124
-6% -$20.2K 0.02% 499
2022
Q2 		$362K Buy
2,143
+164
+8% +$28.5K 0.02% 484
2022
Q1 		$362K Sell
1,979
-52
-3% -$8.91K 0.02% 508
2021
Q4 		$318K Buy
2,031
+69
+4% +$10.8K 0.02% 521
2021
Q3 		$298K Buy
1,962
+32
+2% +$4.95K 0.02% 518
2021
Q2 		$289K Buy
1,930
+39
+2% +$6.05K 0.02% 488
2021
Q1 		$284K Sell
1,891
-137
-7% -$20.1K 0.03% 443
2020
Q4 		$285K Buy
2,028
+101
+5% +$13K 0.03% 404
2020
Q3 		$208K Sell
1,927
-89
-4% -$10.2K 0.03% 413
2020
Q2 		$230K Sell
2,016
-168
-8% -$17.7K 0.03% 396
2020
Q1 		$217K Sell
2,184
-251
-10% -$31.2K 0.04% 332
2019
Q4 		$333K Buy
+2,435
New +$331K 0.04% 302

Other funds holding TRV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Integrated Advisors Network's TRV Position: Q3 2026 in Review

Integrated Advisors Network reduced its Travelers Companies (TRV) stake by 2.1% in Q3 2026, selling an estimated $22K and leaving 2,858 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #316.

Integrated Advisors Network first reported a position in TRV in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.62M in Q1 2024. 1,293 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Integrated Advisors Network held 2,858 shares of Travelers Companies worth $1.02M as of Q3 2026.
  • Integrated Advisors Network sold 60 Travelers Companies shares in Q3 2026, an estimated $22K.
  • Travelers Companies made up 0.05% of Integrated Advisors Network's portfolio in Q3 2026, its #316 holding.
  • Integrated Advisors Network first reported a position in Travelers Companies in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Travelers Companies position peaked at $4.62M in Q1 2024.
  • 1,293 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.