Physician Wealth Advisors’s Travelers Companies TRV Stock Holding History

Physician 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	$81.2K	Buy	246 +7	+3%	+$2.12K	0.01%	347
2026 Q1	$69.7K	Buy	239 +18	+8%	+$5.27K	0.01%	334
2025 Q4	$64.1K	Sell	221 -20	-8%	-$5.63K	0.01%	341
2025 Q3	$67.3K	Buy	241 +70	+41%	+$18.7K	0.01%	325
2025 Q2	$45.8K	Buy	171 +8	+5%	+$2.11K	0.01%	365
2025 Q1	$43.1K	Hold	163	–	–	0.01%	360
2024 Q4	$39.3K	Buy	+163	New	+$40.7K	0.01%	381

Other funds holding TRV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Physician Wealth Advisors increased its Travelers Companies (TRV) stake by 2.9% in Q2 2026, buying an estimated $2.12K and bringing the position to 246 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #347.

Physician Wealth Advisors first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 916 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Physician Wealth Advisors held 246 shares of Travelers Companies worth $81.2K as of Q2 2026.
Physician Wealth Advisors bought 7 Travelers Companies shares in Q2 2026, an estimated $2.12K.
Travelers Companies made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #347 holding.
Physician Wealth Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
916 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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