Keystone Financial Group (Georgia)’s Travelers Companies TRV Stock Holding History

Keystone Financial Group (Georgia)’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	$376K	Buy	1,139 +3	+0.3%	+$909	0.2%	39
2026 Q1	$331K	Buy	1,136 +3	+0.3%	+$879	0.17%	43
2025 Q4	$329K	Buy	1,133 +2	+0.2%	+$563	0.17%	48
2025 Q3	$316K	Sell	1,131 -15	-1%	-$4.02K	0.18%	48
2025 Q2	$305K	Buy	1,146 +3	+0.3%	+$791	0.19%	47
2025 Q1	$306K	Buy	1,143 +3	+0.3%	+$747	0.22%	46
2024 Q4	$275K	Buy	+1,140	New	+$285K	0.22%	54

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Keystone Financial Group (Georgia)'s TRV Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Travelers Companies (TRV) stake by 0.26% in Q2 2026, buying an estimated $909 and bringing the position to 1,139 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #39.

Keystone Financial Group (Georgia) first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Keystone Financial Group (Georgia) held 1,139 shares of Travelers Companies worth $376K as of Q2 2026.
Keystone Financial Group (Georgia) bought 3 Travelers Companies shares in Q2 2026, an estimated $909.
Travelers Companies made up 0.2% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #39 holding.
Keystone Financial Group (Georgia) first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.