Pure Financial 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
$1.04M Buy
3,158
+238
+8% +$72.1K 0.01% 242
2026
Q1
$852K Buy
2,920
+197
+7% +$57.7K 0.01% 236
2025
Q4
$790K Buy
2,723
+392
+17% +$110K 0.01% 245
2025
Q3
$651K Buy
2,331
+175
+8% +$46.9K 0.01% 260
2025
Q2
$577K Buy
2,156
+1,106
+105% +$292K 0.01% 267
2025
Q1
$278K Buy
1,050
+218
+26% +$54.3K 0.01% 326
2024
Q4
$200K Buy
+832
New +$208K ﹤0.01% 341
2024
Q2
– Sell
-887
Closed -$204K – 328
2024
Q1
$204K Buy
+887
New +$190K 0.01% 300

Other funds holding TRV

Pure Financial Advisors's TRV Position: Q2 2026 in Review

Pure Financial Advisors increased its Travelers Companies (TRV) stake by 8.2% in Q2 2026, buying an estimated $72.1K and bringing the position to 3,158 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #242.

Pure Financial Advisors first reported a position in TRV in Q1 2024 and has held it in 8 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Pure Financial Advisors held 3,158 shares of Travelers Companies worth $1.04M as of Q2 2026.
  • Pure Financial Advisors bought 238 Travelers Companies shares in Q2 2026, an estimated $72.1K.
  • Travelers Companies made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • Pure Financial Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 8 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.