Quantum Financial Partners
TRV icon

Quantum Financial Partners’s Travelers Companies TRV Stock Holding History

Quantum Financial 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
Q3 		$333K Buy
935
+3
+0.3% +$1.1K 0.17% 110
2026
Q2 		$308K Buy
+932
New +$282K 0.16% 107

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Robeco Institutional Asset Management
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Deutsche Bank
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Bahl & Gaynor
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Sumitomo Mitsui Trust Group
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Mitsubishi UFJ Asset Management
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Quantum Financial Partners's TRV Position: Q3 2026 in Review

Quantum Financial Partners increased its Travelers Companies (TRV) stake by 0.32% in Q3 2026, buying an estimated $1.1K and bringing the position to 935 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #110.

Quantum Financial Partners first reported a position in TRV in Q2 2026 and has held it in 2 quarters since. 1,118 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Quantum Financial Partners held 935 shares of Travelers Companies worth $333K as of Q3 2026.
  • Quantum Financial Partners bought 3 Travelers Companies shares in Q3 2026, an estimated $1.1K.
  • Travelers Companies made up 0.17% of Quantum Financial Partners's portfolio in Q3 2026, its #110 holding.
  • Quantum Financial Partners first reported a position in Travelers Companies in Q2 2026 and has held it in 2 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.