RI
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Rinkey Investments’s Travelers Companies TRV Stock Holding History

Rinkey Investments’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 		$1.11M Hold
3,368
– – 0.26% 47
2026
Q1 		$982K Hold
3,368
– – 0.25% 51
2025
Q4 		$977K Hold
3,368
– – 0.25% 54
2025
Q3 		$940K Buy
+3,368
New +$902K 0.25% 53
2024
Q4 		– Sell
-2,675
Closed -$626K – 98
2024
Q3 		$626K Hold
2,675
– – 0.2% 48
2024
Q2 		$544K Hold
2,675
– – 0.2% 45
2024
Q1 		$616K Hold
2,675
– – 0.22% 43
2023
Q4 		$510K Buy
+2,675
New +$463K 0.2% 43

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

Rinkey Investments's TRV Position: Q2 2026 in Review

Rinkey Investments held its Travelers Companies (TRV) position steady in Q2 2026 at 3,368 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #47.

Rinkey Investments first reported a position in TRV in Q4 2023 and has held it in 8 quarters since. 585 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Rinkey Investments held 3,368 shares of Travelers Companies worth $1.11M as of Q2 2026.
  • Rinkey Investments left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.26% of Rinkey Investments's portfolio in Q2 2026, its #47 holding.
  • Rinkey Investments first reported a position in Travelers Companies in Q4 2023 and has held it in 8 quarters since.
  • 585 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.