NWWA
TRV icon

New Wave Wealth Advisors’s Travelers Companies TRV Stock Holding History

New Wave Wealth 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 		$418K Buy
1,265
+298
+31% +$90.3K 0.11% 152
2026
Q1 		$282K Buy
967
+31
+3% +$9.08K 0.1% 150
2025
Q4 		$271K Buy
936
+45
+5% +$12.7K 0.1% 146
2025
Q3 		$249K Buy
891
+86
+11% +$23K 0.1% 141
2025
Q2 		$215K Buy
805
+7
+0.9% +$1.84K 0.09% 133
2025
Q1 		$211K Sell
798
-181
-18% -$45.1K 0.09% 125
2024
Q4 		$236K Sell
979
-50
-5% -$12.5K 0.1% 122
2024
Q3 		$241K Buy
1,029
+8
+0.8% +$1.76K 0.11% 125
2024
Q2 		$208K Buy
+1,021
New +$219K 0.11% 131

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

New Wave Wealth Advisors's TRV Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Travelers Companies (TRV) stake by 31% in Q2 2026, buying an estimated $90.3K and bringing the position to 1,265 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #152.

New Wave Wealth Advisors first reported a position in TRV in Q2 2024 and has held it in 9 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • New Wave Wealth Advisors held 1,265 shares of Travelers Companies worth $418K as of Q2 2026.
  • New Wave Wealth Advisors bought 298 Travelers Companies shares in Q2 2026, an estimated $90.3K.
  • Travelers Companies made up 0.11% of New Wave Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • New Wave Wealth Advisors first reported a position in Travelers Companies in Q2 2024 and has held it in 9 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.