Next Level Wealth Planning’s Travelers Companies TRV Stock Holding History

Next Level Wealth Planning’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	$143K	Buy	+400	New	+$146K	0.06%	90

Other funds holding TRV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's TRV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Travelers Companies (TRV) in Q3 2026: 400 shares worth $143K. The stake represents 0.06% of the portfolio and ranks #90 among its holdings.

1,118 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Next Level Wealth Planning held 400 shares of Travelers Companies worth $143K as of Q3 2026.
Travelers Companies was a new Next Level Wealth Planning position in Q3 2026.
Travelers Companies made up 0.06% of Next Level Wealth Planning's portfolio in Q3 2026, its #90 holding.
1,118 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.