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MFA Wealth Services’s Travelers Companies TRV Stock Holding History

MFA Wealth 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
Q3 		$374K Sell
1,049
-68
-6% -$24.9K 0.22% 102
2026
Q2 		$369K Buy
1,117
+4
+0.4% +$1.21K 0.22% 101
2026
Q1 		$325K Buy
1,113
+3
+0.3% +$879 0.21% 102
2025
Q4 		$322K Buy
1,110
+4
+0.4% +$1.13K 0.22% 95
2025
Q3 		$309K Buy
1,106
+2
+0.2% +$536 0.21% 91
2025
Q2 		$295K Buy
1,104
+7
+0.6% +$1.84K 0.22% 91
2025
Q1 		$290K Sell
1,097
-167
-13% -$41.6K 0.24% 88
2024
Q4 		$304K Buy
+1,264
New +$316K 0.24% 84

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MFA Wealth Services's TRV Position: Q3 2026 in Review

MFA Wealth Services reduced its Travelers Companies (TRV) stake by 6.1% in Q3 2026, selling an estimated $24.9K and leaving 1,049 shares worth $374K. The position accounts for 0.22% of the portfolio, ranked #102.

MFA Wealth Services first reported a position in TRV in Q4 2024 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • MFA Wealth Services held 1,049 shares of Travelers Companies worth $374K as of Q3 2026.
  • MFA Wealth Services sold 68 Travelers Companies shares in Q3 2026, an estimated $24.9K.
  • Travelers Companies made up 0.22% of MFA Wealth Services's portfolio in Q3 2026, its #102 holding.
  • MFA Wealth Services first reported a position in Travelers Companies in Q4 2024 and has held it in 8 quarters since.
  • 438 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.