Madrona Financial Services’s Travelers Companies TRV Stock Holding History

Madrona Financial Services’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	$304K	Buy	921 +4	+0.4%	+$1.21K	0.06%	100
2026 Q1	$267K	Buy	917 +7	+0.8%	+$2.05K	0.06%	96
2025 Q4	$264K	Hold	910	–	–	0.06%	102
2025 Q3	$254K	Sell	910 -2	-0.2%	-$536	0.06%	97
2025 Q2	$244K	Sell	912 -11	-1%	-$2.9K	0.06%	94
2025 Q1	$244K	Buy	923 +2	+0.2%	+$498	0.07%	93
2024 Q4	$222K	Buy	921 +12	+1%	+$3K	0.06%	99
2024 Q3	$213K	Buy	+909	New	+$200K	0.06%	101
2024 Q2	–	Sell	-929	Closed	-$214K	–	110
2024 Q1	$214K	Buy	+929	New	+$198K	0.07%	88

Other funds holding TRV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Madrona Financial Services's TRV Position: Q2 2026 in Review

Madrona Financial Services increased its Travelers Companies (TRV) stake by 0.44% in Q2 2026, buying an estimated $1.21K and bringing the position to 921 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #100.

Madrona Financial Services first reported a position in TRV in Q1 2024 and has held it in 9 quarters since. 352 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Madrona Financial Services held 921 shares of Travelers Companies worth $304K as of Q2 2026.
Madrona Financial Services bought 4 Travelers Companies shares in Q2 2026, an estimated $1.21K.
Travelers Companies made up 0.06% of Madrona Financial Services's portfolio in Q2 2026, its #100 holding.
Madrona Financial Services first reported a position in Travelers Companies in Q1 2024 and has held it in 9 quarters since.
352 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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