PL
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Plancorp LLC’s Travelers Companies TRV Stock Holding History

Plancorp LLC’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 		$399K Sell
1,169
-197
-14% -$59.7K 0.01% 287
2026
Q1 		$406K Sell
1,366
-14
-1% -$4.1K 0.01% 258
2025
Q4 		$400K Buy
1,380
+12
+0.9% +$3.38K 0.01% 246
2025
Q3 		$382K Sell
1,368
-10
-0.7% -$2.68K 0.01% 263
2025
Q2 		$369K Buy
1,378
+17
+1% +$4.48K 0.01% 263
2025
Q1 		$360K Buy
1,361
+125
+10% +$31.1K 0.01% 253
2024
Q4 		$298K Buy
+1,236
New +$309K 0.01% 253

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC's TRV Position: Q2 2026 in Review

Plancorp LLC reduced its Travelers Companies (TRV) stake by 14% in Q2 2026, selling an estimated $59.7K and leaving 1,169 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #287.

Plancorp LLC first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. The position peaked at $406K in Q1 2026. 508 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Plancorp LLC held 1,169 shares of Travelers Companies worth $399K as of Q2 2026.
  • Plancorp LLC sold 197 Travelers Companies shares in Q2 2026, an estimated $59.7K.
  • Travelers Companies made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #287 holding.
  • Plancorp LLC first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • Plancorp LLC's Travelers Companies position peaked at $406K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.