Keating Financial Advisory Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$94.4K Buy
286
+42
+17% +$12.7K 0.01% 506
2026
Q1
$71.2K Buy
244
+40
+20% +$11.7K 0.01% 542
2025
Q4
$59.2K Buy
+204
New +$57.4K 0.01% 614

Other funds holding TRV

Keating Financial Advisory Services's TRV Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Travelers Companies (TRV) stake by 17% in Q2 2026, buying an estimated $12.7K and bringing the position to 286 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #506.

Keating Financial Advisory Services first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Keating Financial Advisory Services held 286 shares of Travelers Companies worth $94.4K as of Q2 2026.
  • Keating Financial Advisory Services bought 42 Travelers Companies shares in Q2 2026, an estimated $12.7K.
  • Travelers Companies made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #506 holding.
  • Keating Financial Advisory Services first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.