Operose 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
$1.32K Buy
4
+3
+300% +$909 ﹤0.01% 476
2026
Q1
$292 Buy
+1
New +$293 ﹤0.01% 579
2025
Q4
– Sell
-73
Closed -$20.4K – 493
2025
Q3
$20.4K Buy
+73
New +$19.5K 0.01% 324
2024
Q4
– Sell
-95
Closed -$22.2K – 626
2024
Q3
$22.2K Hold
95
– – 0.01% 388
2024
Q2
$19.3K Hold
95
– – 0.01% 361
2024
Q1
$21.9K Sell
95
-99
-51% -$21.2K 0.01% 375
2023
Q4
$37K Sell
194
-69
-26% -$11.9K 0.01% 254
2023
Q3
$43K Buy
+263
New +$43.9K 0.02% 336

Other funds holding TRV

Operose Advisors's TRV Position: Q2 2026 in Review

Operose Advisors increased its Travelers Companies (TRV) stake by 300% in Q2 2026, buying an estimated $909 and bringing the position to 4 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Operose Advisors first reported a position in TRV in Q3 2023 and has held it in 8 quarters since. The position peaked at $43K in Q3 2023. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Operose Advisors held 4 shares of Travelers Companies worth $1.32K as of Q2 2026.
  • Operose Advisors bought 3 Travelers Companies shares in Q2 2026, an estimated $909.
  • Travelers Companies made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #476 holding.
  • Operose Advisors first reported a position in Travelers Companies in Q3 2023 and has held it in 8 quarters since.
  • Operose Advisors's Travelers Companies position peaked at $43K in Q3 2023.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.