Intrua Financial’s Travelers Companies TRV Stock Holding History

Intrua Financial’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	$290K	Buy	877 +13	+2%	+$3.94K	0.03%	400
2026 Q1	$252K	Hold	864	–	–	0.03%	399
2025 Q4	$251K	Hold	864	–	–	0.03%	405
2025 Q3	$241K	Hold	864	–	–	0.03%	397
2025 Q2	$231K	Sell	864 -33	-4%	-$8.7K	0.03%	339
2025 Q1	$237K	Buy	897 +13	+1%	+$3.24K	0.03%	326
2024 Q4	$213K	Sell	884 -590	-40%	-$147K	0.03%	338
2024 Q3	$345K	Hold	1,474	–	–	0.05%	285
2024 Q2	$300K	Buy	1,474 +12	+0.8%	+$2.58K	0.04%	306
2024 Q1	$336K	Hold	1,462	–	–	0.05%	301
2023 Q4	$278K	Sell	1,462 -200	-12%	-$34.6K	0.04%	329
2023 Q3	$271K	Hold	1,662	–	–	0.05%	284
2023 Q2	$289K	Buy	+1,662	New	+$293K	0.05%	285

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intrua Financial's TRV Position: Q2 2026 in Review

Intrua Financial increased its Travelers Companies (TRV) stake by 1.5% in Q2 2026, buying an estimated $3.94K and bringing the position to 877 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #400.

Intrua Financial first reported a position in TRV in Q2 2023 and has held it in 13 quarters since. The position peaked at $345K in Q3 2024. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Intrua Financial held 877 shares of Travelers Companies worth $290K as of Q2 2026.
Intrua Financial bought 13 Travelers Companies shares in Q2 2026, an estimated $3.94K.
Travelers Companies made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #400 holding.
Intrua Financial first reported a position in Travelers Companies in Q2 2023 and has held it in 13 quarters since.
Intrua Financial's Travelers Companies position peaked at $345K in Q3 2024.
1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.