PUREfi Wealth
TRV icon

PUREfi Wealth’s Travelers Companies TRV Stock Holding History

PUREfi Wealth’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
Q3 		$624K Sell
1,750
-286
-14% -$105K 0.29% 78
2026
Q2 		$672K Sell
2,036
-865
-30% -$262K 0.37% 66
2026
Q1 		$846K Buy
2,901
+17
+0.6% +$4.98K 0.55% 42
2025
Q4 		$837K Buy
2,884
+240
+9% +$67.5K 0.64% 40
2025
Q3 		$738K Buy
2,644
+361
+16% +$96.7K 0.57% 50
2025
Q2 		$611K Buy
2,283
+650
+40% +$171K 0.49% 56
2025
Q1 		$432K Buy
+1,633
New +$407K 0.43% 67

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PUREfi Wealth's TRV Position: Q3 2026 in Review

PUREfi Wealth reduced its Travelers Companies (TRV) stake by 14% in Q3 2026, selling an estimated $105K and leaving 1,750 shares worth $624K. The position accounts for 0.29% of the portfolio, ranked #78.

PUREfi Wealth first reported a position in TRV in Q1 2025 and has held it in 7 quarters since. The position peaked at $846K in Q1 2026. 667 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • PUREfi Wealth held 1,750 shares of Travelers Companies worth $624K as of Q3 2026.
  • PUREfi Wealth sold 286 Travelers Companies shares in Q3 2026, an estimated $105K.
  • Travelers Companies made up 0.29% of PUREfi Wealth's portfolio in Q3 2026, its #78 holding.
  • PUREfi Wealth first reported a position in Travelers Companies in Q1 2025 and has held it in 7 quarters since.
  • PUREfi Wealth's Travelers Companies position peaked at $846K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.