KFA Private Wealth Group
TRV icon

KFA Private Wealth Group’s Travelers Companies TRV Stock Holding History

KFA Private Wealth Group’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 		$280K Buy
784
+6
+0.8% +$2.2K 0.07% 127
2026
Q2 		$257K Sell
778
-246
-24% -$74.6K 0.06% 131
2026
Q1 		$299K Buy
1,024
+2
+0.2% +$586 0.07% 130
2025
Q4 		$297K Buy
1,022
+2
+0.2% +$563 0.07% 124
2025
Q3 		$285K Buy
+1,020
New +$273K 0.08% 115

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

KFA Private Wealth Group's TRV Position: Q3 2026 in Review

KFA Private Wealth Group increased its Travelers Companies (TRV) stake by 0.77% in Q3 2026, buying an estimated $2.2K and bringing the position to 784 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #127.

KFA Private Wealth Group first reported a position in TRV in Q3 2025 and has held it in 5 quarters since. The position peaked at $299K in Q1 2026. 790 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • KFA Private Wealth Group held 784 shares of Travelers Companies worth $280K as of Q3 2026.
  • KFA Private Wealth Group bought 6 Travelers Companies shares in Q3 2026, an estimated $2.2K.
  • Travelers Companies made up 0.07% of KFA Private Wealth Group's portfolio in Q3 2026, its #127 holding.
  • KFA Private Wealth Group first reported a position in Travelers Companies in Q3 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's Travelers Companies position peaked at $299K in Q1 2026.
  • 790 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.