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Quantum Financial Advisors’s Travelers Companies TRV Stock Holding History

Quantum Financial 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 		$344K Sell
1,042
-22
-2% -$6.67K 0.03% 164
2026
Q1 		$310K Buy
1,064
+61
+6% +$17.9K 0.03% 158
2025
Q4 		$291K Buy
1,003
+2
+0.2% +$563 0.03% 161
2025
Q3 		$279K Hold
1,001
– – 0.03% 151
2025
Q2 		$268K Hold
1,001
– – 0.04% 145
2025
Q1 		$265K Hold
1,001
– – 0.04% 137
2024
Q4 		$241K Hold
1,001
– – 0.04% 156
2024
Q3 		$234K Hold
1,001
– – 0.04% 157
2024
Q2 		$204K Hold
1,001
– – 0.04% 164
2024
Q1 		$230K Buy
+1,001
New +$214K 0.04% 150

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

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

Quantum Financial Advisors reduced its Travelers Companies (TRV) stake by 2.1% in Q2 2026, selling an estimated $6.67K and leaving 1,042 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #164.

Quantum Financial Advisors first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Quantum Financial Advisors held 1,042 shares of Travelers Companies worth $344K as of Q2 2026.
  • Quantum Financial Advisors sold 22 Travelers Companies shares in Q2 2026, an estimated $6.67K.
  • Travelers Companies made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #164 holding.
  • Quantum Financial Advisors first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
  • 574 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.