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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
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

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Riversedge Advisors's TRV Position: Q2 2026 in Review

Riversedge Advisors increased its Travelers Companies (TRV) stake by 28% in Q2 2026, buying an estimated $130K and bringing the position to 1,974 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #91.

Riversedge Advisors first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Riversedge Advisors held 1,974 shares of Travelers Companies worth $652K as of Q2 2026.
  • Riversedge Advisors bought 429 Travelers Companies shares in Q2 2026, an estimated $130K.
  • Travelers Companies made up 0.09% of Riversedge Advisors's portfolio in Q2 2026, its #91 holding.
  • Riversedge Advisors first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.