Root Financial Partners
TRV icon

Root Financial Partners’s Travelers Companies TRV Stock Holding History

Root Financial Partners’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 		$571K Buy
1,602
+84
+6% +$30.8K 0.02% 204
2026
Q2 		$501K Buy
1,518
+242
+19% +$73.3K 0.02% 195
2026
Q1 		$372K Buy
1,276
+304
+31% +$89.1K 0.02% 211
2025
Q4 		$282K Buy
972
+142
+17% +$40K 0.01% 237
2025
Q3 		$232K Buy
+830
New +$222K 0.01% 256

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Root Financial Partners's TRV Position: Q3 2026 in Review

Root Financial Partners increased its Travelers Companies (TRV) stake by 5.5% in Q3 2026, buying an estimated $30.8K and bringing the position to 1,602 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #204.

Root Financial Partners first reported a position in TRV in Q3 2025 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Root Financial Partners held 1,602 shares of Travelers Companies worth $571K as of Q3 2026.
  • Root Financial Partners bought 84 Travelers Companies shares in Q3 2026, an estimated $30.8K.
  • Travelers Companies made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #204 holding.
  • Root Financial Partners first reported a position in Travelers Companies in Q3 2025 and has held it in 5 quarters since.
  • 745 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.