Riversedge Advisors
TRV icon

Riversedge Advisors’s Travelers Companies TRV Stock Holding History

Riversedge 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
Q3 		$746K Buy
2,094
+120
+6% +$43.9K 0.09% 98
2026
Q2 		$652K Buy
1,974
+429
+28% +$130K 0.09% 91
2026
Q1 		$451K Sell
1,545
-7
-0.5% -$2.05K 0.07% 98
2025
Q4 		$450K Buy
1,552
+151
+11% +$42.5K 0.07% 85
2025
Q3 		$391K Buy
1,401
+517
+58% +$138K 0.07% 91
2025
Q2 		$236K Buy
+884
New +$233K 0.05% 107

Other funds holding TRV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Riversedge Advisors's TRV Position: Q3 2026 in Review

Riversedge Advisors increased its Travelers Companies (TRV) stake by 6.1% in Q3 2026, buying an estimated $43.9K and bringing the position to 2,094 shares worth $746K. The position accounts for 0.09% of the portfolio, ranked #98.

Riversedge Advisors first reported a position in TRV in Q2 2025 and has held it in 6 quarters since. 1,197 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Riversedge Advisors held 2,094 shares of Travelers Companies worth $746K as of Q3 2026.
  • Riversedge Advisors bought 120 Travelers Companies shares in Q3 2026, an estimated $43.9K.
  • Travelers Companies made up 0.09% of Riversedge Advisors's portfolio in Q3 2026, its #98 holding.
  • Riversedge Advisors first reported a position in Travelers Companies in Q2 2025 and has held it in 6 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.