OneDigital Investment Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.21M | Buy |
6,695
+340
| +5% | +$103K | 0.02% | 475 |
|
|
2026
Q1 | $1.85M | Sell |
6,355
-1,259
| -17% | -$369K | 0.02% | 495 |
|
|
2025
Q4 | $2.21M | Buy |
7,614
+257
| +3% | +$72.3K | 0.02% | 436 |
|
|
2025
Q3 | $2.05M | Sell |
7,357
-30
| -0.4% | -$8.03K | 0.02% | 432 |
|
|
2025
Q2 | $1.98M | Sell |
7,387
-1,251
| -14% | -$330K | 0.02% | 433 |
|
|
2025
Q1 | $2.28M | Buy |
8,638
+961
| +13% | +$239K | 0.03% | 373 |
|
|
2024
Q4 | $1.85M | Sell |
7,677
-479
| -6% | -$120K | 0.02% | 440 |
|
|
2024
Q3 | $1.91M | Sell |
8,156
-238
| -3% | -$52.5K | 0.02% | 449 |
|
|
2024
Q2 | $1.71M | Buy |
8,394
+3,831
| +84% | +$823K | 0.02% | 462 |
|
|
2024
Q1 | $1.05M | Sell |
4,563
-1,103
| -19% | -$236K | 0.02% | 489 |
|
|
2023
Q4 | $1.08M | Buy |
5,666
+1,627
| +40% | +$282K | 0.02% | 451 |
|
|
2023
Q3 | $660K | Sell |
4,039
-39
| -1% | -$6.51K | 0.01% | 552 |
|
|
2023
Q2 | $708K | Buy |
4,078
+108
| +3% | +$19K | 0.02% | 509 |
|
|
2023
Q1 | $681K | Buy |
3,970
+274
| +7% | +$49.8K | 0.02% | 508 |
|
|
2022
Q4 | $693K | Sell |
3,696
-186
| -5% | -$33.5K | 0.02% | 440 |
|
|
2022
Q3 | $595K | Buy |
3,882
+116
| +3% | +$18.9K | 0.02% | 413 |
|
|
2022
Q2 | $637K | Buy |
3,766
+640
| +20% | +$111K | 0.03% | 361 |
|
|
2022
Q1 | $571K | Buy |
3,126
+553
| +21% | +$94.8K | 0.02% | 407 |
|
|
2021
Q4 | $402K | Buy |
2,573
+15
| +0.6% | +$2.34K | 0.01% | 517 |
|
|
2021
Q3 | $389K | Buy |
2,558
+230
| +10% | +$35.6K | 0.02% | 494 |
|
|
2021
Q2 | $349K | Sell |
2,328
-102
| -4% | -$15.8K | 0.01% | 511 |
|
|
2021
Q1 | $365K | Sell |
2,430
-202
| -8% | -$29.7K | 0.02% | 462 |
|
|
2020
Q4 | $369K | Buy |
2,632
+3
| +0.1% | +$385 | 0.02% | 425 |
|
|
2020
Q3 | $284K | Sell |
2,629
-1,050
| -29% | -$120K | 0.02% | 453 |
|
|
2020
Q2 | $420K | Sell |
3,679
-335
| -8% | -$35.3K | 0.03% | 352 |
|
|
2020
Q1 | $399K | Buy |
4,014
+1,107
| +38% | +$138K | 0.04% | 315 |
|
|
2019
Q4 | $398K | Sell |
2,907
-23
| -0.8% | -$3.13K | 0.03% | 352 |
|
|
2019
Q3 | $436K | Buy |
2,930
+820
| +39% | +$122K | 0.04% | 304 |
|
|
2019
Q2 | $316K | Buy |
2,110
+1,979
| +1,511% | +$285K | 0.02% | 332 |
|
|
2019
Q1 | $18K | Hold |
131
| – | – | ﹤0.01% | 765 |
|
|
2018
Q4 | $16K | Sell |
131
-138
| -51% | -$17.3K | ﹤0.01% | 753 |
|
|
2018
Q3 | $35K | Buy |
269
+138
| +105% | +$17.8K | 0.01% | 497 |
|
|
2018
Q2 | $16K | Hold |
131
| – | – | ﹤0.01% | 900 |
|
|
2018
Q1 | $18K | Hold |
131
| – | – | ﹤0.01% | 859 |
|
|
2017
Q4 | $18K | Hold |
131
| – | – | ﹤0.01% | 850 |
|
|
2017
Q3 | $16K | Hold |
131
| – | – | 0.01% | 718 |
|
|
2017
Q2 | $17K | Buy |
+131
| New | +$16.1K | 0.01% | 806 |
|
Other funds holding TRV
OneDigital Investment Advisors's TRV Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Travelers Companies (TRV) stake by 5.4% in Q2 2026, buying an estimated $103K and bringing the position to 6,695 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #475.
OneDigital Investment Advisors first reported a position in TRV in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.28M in Q1 2025. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- OneDigital Investment Advisors held 6,695 shares of Travelers Companies worth $2.21M as of Q2 2026.
- OneDigital Investment Advisors bought 340 Travelers Companies shares in Q2 2026, an estimated $103K.
- Travelers Companies made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #475 holding.
- OneDigital Investment Advisors first reported a position in Travelers Companies in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's Travelers Companies position peaked at $2.28M in Q1 2025.
- 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.