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Noble Wealth Management PBC’s Travelers Companies TRV Stock Holding History

Noble Wealth Management PBC’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 		$1.07K Hold
3
– – ﹤0.01% 668
2026
Q2 		$990 Buy
+3
New +$909 ﹤0.01% 704

Other funds holding TRV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Noble Wealth Management PBC's TRV Position: Q3 2026 in Review

Noble Wealth Management PBC held its Travelers Companies (TRV) position steady in Q3 2026 at 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Noble Wealth Management PBC first reported a position in TRV in Q2 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Noble Wealth Management PBC held 3 shares of Travelers Companies worth $1.07K as of Q3 2026.
  • Noble Wealth Management PBC left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #668 holding.
  • Noble Wealth Management PBC first reported a position in Travelers Companies in Q2 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.