Net Worth Advisory Group’s Travelers Companies TRV Stock Holding History

Net Worth Advisory Group’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	$1.89M	Sell	5,221 -28	-0.5%	-$10.3K	0.48%	35
2026 Q2	$1.73M	Sell	5,249 -339	-6%	-$103K	0.44%	47
2026 Q1	$1.63M	Sell	5,588 -156	-3%	-$45.7K	0.34%	63
2025 Q4	$1.67M	Buy	5,744 +1,083	+23%	+$305K	0.34%	61
2025 Q3	$1.3M	Sell	4,661 -851	-15%	-$228K	0.38%	51
2025 Q2	$1.47M	Buy	5,512 +218	+4%	+$57.5K	0.33%	64
2025 Q1	$1.4M	Sell	5,294 -108	-2%	-$26.9K	0.44%	33
2024 Q4	$1.3M	Buy	5,402 +68	+1%	+$17K	0.4%	40
2024 Q3	$1.25M	Buy	+5,334	New	+$1.18M	0.37%	44

Other funds holding TRV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Net Worth Advisory Group's TRV Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Travelers Companies (TRV) stake by 0.53% in Q3 2026, selling an estimated $10.3K and leaving 5,221 shares worth $1.89M. The position accounts for 0.48% of the portfolio, ranked #35.

Net Worth Advisory Group first reported a position in TRV in Q3 2024 and has held it in 9 quarters since. 962 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Net Worth Advisory Group held 5,221 shares of Travelers Companies worth $1.89M as of Q3 2026.
Net Worth Advisory Group sold 28 Travelers Companies shares in Q3 2026, an estimated $10.3K.
Travelers Companies made up 0.48% of Net Worth Advisory Group's portfolio in Q3 2026, its #35 holding.
Net Worth Advisory Group first reported a position in Travelers Companies in Q3 2024 and has held it in 9 quarters since.
962 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.