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TRV icon

Nestegg Advisors’s Travelers Companies TRV Stock Holding History

Nestegg Advisors’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 		$282K Hold
854
– – 0.2% 47
2026
Q1 		$249K Sell
854
-349
-29% -$102K 0.22% 46
2025
Q4 		$349K Hold
1,203
– – 0.3% 40
2025
Q3 		$336K Buy
1,203
+1
+0.1% +$268 0.3% 35
2025
Q2 		$322K Hold
1,202
– – 0.31% 36
2025
Q1 		$318K Hold
1,202
– – 0.34% 35
2024
Q4 		$302K Buy
+1,202
New +$300K 0.31% 35

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
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

Nestegg Advisors's TRV Position: Q2 2026 in Review

Nestegg Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 854 shares worth $282K. The position accounts for 0.2% of the portfolio, ranked #47.

Nestegg Advisors first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. The position peaked at $349K in Q4 2025. 565 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Nestegg Advisors held 854 shares of Travelers Companies worth $282K as of Q2 2026.
  • Nestegg Advisors left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.2% of Nestegg Advisors's portfolio in Q2 2026, its #47 holding.
  • Nestegg Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • Nestegg Advisors's Travelers Companies position peaked at $349K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.