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Opal Wealth Advisors’s Travelers Companies TRV Stock Holding History

Opal Wealth Advisors’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 		– Sell
-209
Closed -$61K – 552
2026
Q1 		$61K Buy
+209
New +$61.2K 0.01% 365
2025
Q3 		– Sell
-212
Closed -$56.7K – 512
2025
Q2 		$56.7K Sell
212
-2
-0.9% -$527 0.02% 357
2025
Q1 		$56.6K Buy
+214
New +$53.3K 0.02% 344
2024
Q3 		– Sell
-175
Closed -$35.6K – 1092
2024
Q2 		$35.6K Sell
175
-9
-5% -$1.94K 0.01% 398
2024
Q1 		$42.3K Buy
+184
New +$39.3K 0.01% 213

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Opal Wealth Advisors's TRV Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 209 shares — an estimated $61K sold.

Opal Wealth Advisors first reported a position in TRV in Q1 2024 and held it in 5 quarters. The position peaked at $61K in Q1 2026. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 209 Travelers Companies shares in Q2 2026, an estimated $61K.
  • Opal Wealth Advisors first reported a position in Travelers Companies in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Travelers Companies position peaked at $61K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.