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Resonant Capital Advisors’s Travelers Companies TRV Stock Holding History

Resonant Capital 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 		$337K Sell
1,021
-32
-3% -$9.7K 0.02% 391
2026
Q1 		$307K Buy
1,053
+48
+5% +$14.1K 0.02% 385
2025
Q4 		$292K Sell
1,005
-150
-13% -$42.2K 0.02% 347
2025
Q3 		$322K Buy
1,155
+98
+9% +$26.2K 0.02% 314
2025
Q2 		$283K Buy
1,057
+155
+17% +$40.9K 0.02% 340
2025
Q1 		$239K Buy
+902
New +$225K 0.02% 330

Other funds holding TRV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Resonant Capital Advisors's TRV Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Travelers Companies (TRV) stake by 3% in Q2 2026, selling an estimated $9.7K and leaving 1,021 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #391.

Resonant Capital Advisors first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,088 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Resonant Capital Advisors held 1,021 shares of Travelers Companies worth $337K as of Q2 2026.
  • Resonant Capital Advisors sold 32 Travelers Companies shares in Q2 2026, an estimated $9.7K.
  • Travelers Companies made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #391 holding.
  • Resonant Capital Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.