JWA
TRV icon

JFS Wealth Advisors’s Travelers Companies TRV Stock Holding History

JFS 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 		$394K Buy
1,192
+4
+0.3% +$1.21K 0.02% 255
2026
Q1 		$347K Buy
1,188
+8
+0.7% +$2.34K 0.02% 262
2025
Q4 		$342K Buy
1,180
+59
+5% +$16.6K 0.02% 258
2025
Q3 		$313K Hold
1,121
– – 0.02% 275
2025
Q2 		$300K Hold
1,121
– – 0.02% 257
2025
Q1 		$296K Buy
1,121
+2
+0.2% +$498 0.02% 260
2024
Q4 		$270K Hold
1,119
– – 0.02% 262
2024
Q3 		$262K Sell
1,119
-207
-16% -$45.6K 0.02% 259
2024
Q2 		$270K Sell
1,326
-83
-6% -$17.8K 0.02% 209
2024
Q1 		$324K Sell
1,409
-50
-3% -$10.7K 0.03% 196
2023
Q4 		$278K Buy
1,459
+106
+8% +$18.4K 0.02% 199
2023
Q3 		$221K Hold
1,353
– – 0.02% 212
2023
Q2 		$235K Sell
1,353
-1
-0.1% -$176 0.02% 201
2023
Q1 		$232K Buy
1,354
+22
+2% +$4K 0.02% 202
2022
Q4 		$250K Buy
1,332
+277
+26% +$49.8K 0.02% 197
2022
Q3 		$162K Sell
1,055
-58
-5% -$9.43K 0.02% 238
2022
Q2 		$188K Buy
1,113
+79
+8% +$13.7K 0.02% 215
2022
Q1 		$189K Buy
1,034
+74
+8% +$12.7K 0.02% 230
2021
Q4 		$150K Buy
960
+48
+5% +$7.5K 0.01% 256
2021
Q3 		$139K Buy
912
+594
+187% +$92K 0.01% 262
2021
Q2 		$48K Buy
318
+1
+0.3% +$155 0.01% 273
2021
Q1 		$48K Sell
317
-35
-10% -$5.14K 0.01% 256
2020
Q4 		$49K Buy
352
+36
+11% +$4.62K 0.01% 254
2020
Q3 		$34K Buy
316
+1
+0.3% +$115 0.01% 271
2020
Q2 		$36K Buy
315
+1
+0.3% +$105 0.01% 255
2020
Q1 		$31K Buy
314
+1
+0.3% +$124 0.01% 249
2019
Q4 		$43K Hold
313
– – 0.01% 255
2019
Q3 		$46K Buy
313
+1
+0.3% +$149 0.01% 243
2019
Q2 		$47K Buy
312
+1
+0.3% +$144 0.01% 247
2019
Q1 		$43K Sell
311
-70
-18% -$8.96K 0.01% 238
2018
Q4 		$46K Buy
381
+71
+23% +$8.89K 0.01% 233
2018
Q3 		$40K Buy
310
+1
+0.3% +$129 0.01% 261
2018
Q2 		$38K Hold
309
– – 0.01% 258
2018
Q1 		$43K Sell
309
-175
-36% -$24.4K 0.01% 256
2017
Q4 		$66K Buy
484
+176
+57% +$23.2K 0.02% 234
2017
Q3 		$38K Buy
308
+1
+0.3% +$125 0.01% 264
2017
Q2 		$39K Sell
307
-3
-1% -$369 0.01% 244
2017
Q1 		$38K Hold
310
– – 0.01% 248
2016
Q4 		$38K Buy
310
+1
+0.3% +$114 0.01% 248
2016
Q3 		$35K Buy
309
+200
+183% +$23.4K 0.01% 275
2016
Q2 		$13K Sell
109
-6
-5% -$679 ﹤0.01% 365
2016
Q1 		$13K Buy
115
+8
+7% +$873 ﹤0.01% 366
2015
Q4 		$12K Buy
107
+4
+4% +$444 ﹤0.01% 378
2015
Q3 		$10K Sell
103
-37
-26% -$3.78K ﹤0.01% 348
2015
Q2 		$14K Sell
140
-6
-4% -$614 0.01% 326
2015
Q1 		$16K Buy
146
+1
+0.7% +$107 0.01% 308
2014
Q4 		$15K Buy
+145
New +$14.6K ﹤0.01% 326
2014
Q3 		– Sell
-51
Closed -$5K – 501
2014
Q2 		$5K Buy
+51
New +$4.65K ﹤0.01% 374

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

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

JFS Wealth Advisors increased its Travelers Companies (TRV) stake by 0.34% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,192 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #255.

JFS Wealth Advisors first reported a position in TRV in Q2 2014 and has held it in 48 quarters since. 599 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • JFS Wealth Advisors held 1,192 shares of Travelers Companies worth $394K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Travelers Companies shares in Q2 2026, an estimated $1.21K.
  • Travelers Companies made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • JFS Wealth Advisors first reported a position in Travelers Companies in Q2 2014 and has held it in 48 quarters since.
  • 599 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.