N.E.W. Advisory Services’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.2K Buy
49
+3
+7% +$909 ﹤0.01% 569
2026
Q1
$13.4K Hold
46
﹤0.01% 580
2025
Q4
$13.3K Hold
46
﹤0.01% 570
2025
Q3
$12.8K Hold
46
﹤0.01% 533
2025
Q2
$12.3K Hold
46
﹤0.01% 535
2025
Q1
$12.2K Buy
+46
New +$11.5K ﹤0.01% 576

Other funds holding TRV

N.E.W. Advisory Services's TRV Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Travelers Companies (TRV) stake by 6.5% in Q2 2026, buying an estimated $909 and bringing the position to 49 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

N.E.W. Advisory Services first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • N.E.W. Advisory Services held 49 shares of Travelers Companies worth $16.2K as of Q2 2026.
  • N.E.W. Advisory Services bought 3 Travelers Companies shares in Q2 2026, an estimated $909.
  • Travelers Companies made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #569 holding.
  • N.E.W. Advisory Services first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.