IRC
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Investors Research Corp’s Travelers Companies TRV Stock Holding History

Investors Research Corp’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 		$118K Sell
330
-270
-45% -$98.9K 0.02% 314
2026
Q2 		$198K Hold
600
– – 0.04% 265
2026
Q1 		$175K Sell
600
-86
-13% -$25.2K 0.03% 283
2025
Q4 		$199K Sell
686
-105
-13% -$29.6K 0.04% 294
2025
Q3 		$221K Hold
791
– – 0.04% 288
2025
Q2 		$212K Sell
791
-200
-20% -$52.7K 0.04% 294
2025
Q1 		$262K Sell
991
-195
-16% -$48.6K 0.06% 257
2024
Q4 		$286K Sell
1,186
-193
-14% -$48.2K 0.06% 257
2024
Q3 		$323K Sell
1,379
-293
-18% -$64.6K 0.07% 253
2024
Q2 		$340K Hold
1,672
– – 0.08% 253
2024
Q1 		$385K Sell
1,672
-215
-11% -$45.9K 0.09% 246
2023
Q4 		$359K Hold
1,887
– – 0.09% 259
2023
Q3 		$308K Hold
1,887
– – 0.08% 264
2023
Q2 		$328K Hold
1,887
– – 0.08% 262
2023
Q1 		$323K Hold
1,887
– – 0.08% 266
2022
Q4 		$354K Hold
1,887
– – 0.1% 251
2022
Q3 		$289K Hold
1,887
– – 0.09% 260
2022
Q2 		$319K Hold
1,887
– – 0.1% 246
2022
Q1 		$345K Buy
1,887
+13
+0.7% +$2.23K 0.1% 237
2021
Q4 		$293K Hold
1,874
– – 0.09% 248
2021
Q3 		$285K Hold
1,874
– – 0.1% 247
2021
Q2 		$281K Hold
1,874
– – 0.1% 250
2021
Q1 		$282K Hold
1,874
– – 0.11% 251
2020
Q4 		$263K Hold
1,874
– – 0.1% 272
2020
Q3 		$203K Hold
1,874
– – 0.1% 272
2020
Q2 		$214K Hold
1,874
– – 0.11% 242
2020
Q1 		$186K Hold
1,874
– – 0.12% 243
2019
Q4 		$257K Sell
1,874
-700
-27% -$95.3K 0.12% 250
2019
Q3 		$383K Buy
2,574
+200
+8% +$29.7K 0.19% 165
2019
Q2 		$355K Hold
2,374
– – 0.19% 166
2019
Q1 		$326K Hold
2,374
– – 0.17% 177
2018
Q4 		$284K Hold
2,374
– – 0.2% 189
2018
Q3 		$308K Buy
2,374
+86
+4% +$11.1K 0.18% 208
2018
Q2 		$280K Buy
2,288
+3
+0.1% +$393 0.16% 219
2018
Q1 		$317K Hold
2,285
– – 0.19% 207
2017
Q4 		$310K Buy
+2,285
New +$302K 0.19% 202

Other funds holding TRV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Investors Research Corp's TRV Position: Q3 2026 in Review

Investors Research Corp reduced its Travelers Companies (TRV) stake by 45% in Q3 2026, selling an estimated $98.9K and leaving 330 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #314.

Investors Research Corp first reported a position in TRV in Q4 2017 and has held it in 36 quarters since. The position peaked at $385K in Q1 2024. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Investors Research Corp held 330 shares of Travelers Companies worth $118K as of Q3 2026.
  • Investors Research Corp sold 270 Travelers Companies shares in Q3 2026, an estimated $98.9K.
  • Travelers Companies made up 0.02% of Investors Research Corp's portfolio in Q3 2026, its #314 holding.
  • Investors Research Corp first reported a position in Travelers Companies in Q4 2017 and has held it in 36 quarters since.
  • Investors Research Corp's Travelers Companies position peaked at $385K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.