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Premier Path Wealth Partners’s Travelers Companies TRV Stock Holding History

Premier Path Wealth Partners’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 		$1.03M Buy
3,132
+93
+3% +$28.2K 0.12% 164
2026
Q1 		$886K Buy
3,039
+682
+29% +$200K 0.12% 172
2025
Q4 		$684K Buy
2,357
+534
+29% +$150K 0.09% 212
2025
Q3 		$509K Buy
1,823
+26
+1% +$6.96K 0.07% 260
2025
Q2 		$481K Buy
1,797
+217
+14% +$57.2K 0.07% 257
2025
Q1 		$418K Buy
1,580
+82
+5% +$20.4K 0.07% 253
2024
Q4 		$361K Buy
1,498
+13
+0.9% +$3.25K 0.06% 272
2024
Q3 		$348K Sell
1,485
-33
-2% -$7.28K 0.05% 283
2024
Q2 		$309K Buy
1,518
+45
+3% +$9.67K 0.05% 288
2024
Q1 		$339K Buy
1,473
+15
+1% +$3.21K 0.06% 254
2023
Q4 		$278K Buy
+1,458
New +$252K 0.06% 273

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

Premier Path Wealth Partners's TRV Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Travelers Companies (TRV) stake by 3.1% in Q2 2026, buying an estimated $28.2K and bringing the position to 3,132 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #164.

Premier Path Wealth Partners first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Premier Path Wealth Partners held 3,132 shares of Travelers Companies worth $1.03M as of Q2 2026.
  • Premier Path Wealth Partners bought 93 Travelers Companies shares in Q2 2026, an estimated $28.2K.
  • Travelers Companies made up 0.12% of Premier Path Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Premier Path Wealth Partners first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 574 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.