Nova R Wealth’s Travelers Companies TRV Stock Holding History

Nova R Wealth’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	$206K	Buy	+577	New	+$211K	0.06%	88

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Nova R Wealth's TRV Position: Q3 2026 in Review

Nova R Wealth opened a new position in Travelers Companies (TRV) in Q3 2026: 577 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings.

1,000 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Nova R Wealth held 577 shares of Travelers Companies worth $206K as of Q3 2026.
Travelers Companies was a new Nova R Wealth position in Q3 2026.
Travelers Companies made up 0.06% of Nova R Wealth's portfolio in Q3 2026, its #88 holding.
1,000 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Nova R Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.