IVC Wealth Advisors’s Travelers Companies TRV Stock Holding History

IVC Wealth 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	$252K	Buy	764 +1	+0.1%	+$303	0.1%	153
2026 Q1	$223K	Buy	763 +12	+2%	+$3.52K	0.1%	161
2025 Q4	$218K	Sell	751 -2	-0.3%	-$563	0.09%	164
2025 Q3	$210K	Buy	+753	New	+$202K	0.09%	175
2024 Q3	–	Sell	-1,220	Closed	-$248K	–	174
2024 Q2	$248K	Buy	1,220 +30	+3%	+$6.45K	0.14%	139
2024 Q1	$274K	Hold	1,190	–	–	0.16%	132
2023 Q4	$227K	Buy	+1,190	New	+$206K	0.14%	136
2023 Q3	–	Sell	-1,190	Closed	-$207K	–	163
2023 Q2	$207K	Buy	1,190 +6	+0.5%	+$1.06K	0.13%	145
2023 Q1	$203K	Buy	1,184 +2	+0.2%	+$364	0.14%	139
2022 Q4	$222K	Buy	+1,182	New	+$213K	0.16%	134
2022 Q2	–	Sell	-1,145	Closed	-$209K	–	148
2022 Q1	$209K	Buy	+1,145	New	+$196K	0.14%	144

Other funds holding TRV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IVC Wealth Advisors's TRV Position: Q2 2026 in Review

IVC Wealth Advisors increased its Travelers Companies (TRV) stake by 0.13% in Q2 2026, buying an estimated $303 and bringing the position to 764 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #153.

IVC Wealth Advisors first reported a position in TRV in Q1 2022 and has held it in 11 quarters since. The position peaked at $274K in Q1 2024. 308 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

IVC Wealth Advisors held 764 shares of Travelers Companies worth $252K as of Q2 2026.
IVC Wealth Advisors bought 1 Travelers Companies share in Q2 2026, an estimated $303.
Travelers Companies made up 0.1% of IVC Wealth Advisors's portfolio in Q2 2026, its #153 holding.
IVC Wealth Advisors first reported a position in Travelers Companies in Q1 2022 and has held it in 11 quarters since.
IVC Wealth Advisors's Travelers Companies position peaked at $274K in Q1 2024.
308 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.