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Ritter Daniher Financial Advisory’s Travelers Companies TRV Stock Holding History

Ritter Daniher Financial Advisory’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 		$1.32K Hold
4
– – ﹤0.01% 560
2026
Q1 		$1.17K Hold
4
– – ﹤0.01% 556
2025
Q4 		$1.16K Buy
+4
New +$1.13K ﹤0.01% 566

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

Ritter Daniher Financial Advisory's TRV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Travelers Companies (TRV) position steady in Q2 2026 at 4 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Ritter Daniher Financial Advisory first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Ritter Daniher Financial Advisory held 4 shares of Travelers Companies worth $1.32K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #560 holding.
  • Ritter Daniher Financial Advisory first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.