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Onyx Bridge Wealth Group’s Travelers Companies TRV Stock Holding History

Onyx Bridge Wealth Group’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 		$429K Buy
1,300
+130
+11% +$39.4K 0.04% 262
2026
Q1 		$341K Buy
1,170
+6
+0.5% +$1.76K 0.04% 273
2025
Q4 		$338K Buy
1,164
+4
+0.3% +$1.13K 0.04% 270
2025
Q3 		$324K Buy
1,160
+11
+1% +$2.95K 0.04% 274
2025
Q2 		$308K Buy
1,149
+1
+0.1% +$264 0.04% 227
2025
Q1 		$304K Sell
1,148
-9
-0.8% -$2.24K 0.04% 211
2024
Q4 		$279K Buy
1,157
+1
+0.1% +$250 0.04% 219
2024
Q3 		$271K Buy
1,156
+1
+0.1% +$220 0.04% 222
2024
Q2 		$235K Buy
1,155
+2
+0.2% +$430 0.04% 230
2024
Q1 		$246K Sell
1,153
-30
-3% -$6.41K 0.04% 218
2023
Q4 		$225K Buy
+1,183
New +$205K 0.05% 221

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

Onyx Bridge Wealth Group's TRV Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Travelers Companies (TRV) stake by 11% in Q2 2026, buying an estimated $39.4K and bringing the position to 1,300 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #262.

Onyx Bridge Wealth Group first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 613 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,300 shares of Travelers Companies worth $429K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 130 Travelers Companies shares in Q2 2026, an estimated $39.4K.
  • Travelers Companies made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #262 holding.
  • Onyx Bridge Wealth Group first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 613 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.