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Kingswood Wealth Advisors’s Travelers Companies TRV Stock Holding History

Kingswood 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 		$1.23M Buy
3,736
+479
+15% +$145K 0.05% 365
2026
Q1 		$950K Buy
3,257
+7
+0.2% +$2.05K 0.05% 388
2025
Q4 		$943K Buy
3,250
+973
+43% +$274K 0.05% 364
2025
Q3 		$636K Buy
2,277
+790
+53% +$212K 0.04% 421
2025
Q2 		$398K Sell
1,487
-9
-0.6% -$2.37K 0.03% 483
2025
Q1 		$396K Sell
1,496
-14
-0.9% -$3.49K 0.04% 463
2024
Q4 		$364K Sell
1,510
-4,257
-74% -$1.06M 0.03% 540
2024
Q3 		$1.35M Buy
5,767
+271
+5% +$59.7K 0.1% 239
2024
Q2 		$1.12M Buy
5,496
+119
+2% +$25.6K 0.1% 211
2024
Q1 		$1.24M Sell
5,377
-352
-6% -$75.2K 0.14% 167
2023
Q4 		$1.09M Buy
5,729
+219
+4% +$37.9K 0.12% 180
2023
Q3 		$900K Buy
+5,510
New +$920K 0.15% 156

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Travelers Companies (TRV) stake by 15% in Q2 2026, buying an estimated $145K and bringing the position to 3,736 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #365.

Kingswood Wealth Advisors first reported a position in TRV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q3 2024. 613 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Kingswood Wealth Advisors held 3,736 shares of Travelers Companies worth $1.23M as of Q2 2026.
  • Kingswood Wealth Advisors bought 479 Travelers Companies shares in Q2 2026, an estimated $145K.
  • Travelers Companies made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #365 holding.
  • Kingswood Wealth Advisors first reported a position in Travelers Companies in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Travelers Companies position peaked at $1.35M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.