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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
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 $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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

MFA Wealth Services's TRV Position: Q2 2026 in Review

MFA Wealth Services increased its Travelers Companies (TRV) stake by 0.36% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,117 shares worth $369K. The position accounts for 0.22% of the portfolio, ranked #101.

MFA Wealth Services first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • MFA Wealth Services held 1,117 shares of Travelers Companies worth $369K as of Q2 2026.
  • MFA Wealth Services bought 4 Travelers Companies shares in Q2 2026, an estimated $1.21K.
  • Travelers Companies made up 0.22% of MFA Wealth Services's portfolio in Q2 2026, its #101 holding.
  • MFA Wealth Services first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 448 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.