LF
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LifeSteps Financial’s Travelers Companies TRV Stock Holding History

LifeSteps Financial’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 		$26.1K Buy
+79
New +$23.9K 0.01% 274
2024
Q2 		– Sell
-209
Closed -$48.1K – 374
2024
Q1 		$48.1K Buy
+209
New +$44.7K 0.04% 155

Other funds holding TRV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

LifeSteps Financial's TRV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Travelers Companies (TRV) in Q2 2026: 79 shares worth $26.1K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in TRV as recently as Q1 2024.

LifeSteps Financial first reported a position in TRV in Q1 2024 and has held it in 2 quarters since. The position peaked at $48.1K in Q1 2024. 352 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • LifeSteps Financial held 79 shares of Travelers Companies worth $26.1K as of Q2 2026.
  • Travelers Companies was a new LifeSteps Financial position in Q2 2026.
  • Travelers Companies made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #274 holding.
  • LifeSteps Financial first reported a position in Travelers Companies in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Travelers Companies position peaked at $48.1K in Q1 2024.
  • 352 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.