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Rydar Equities’s Travelers Companies TRV Stock Holding History

Rydar Equities’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 		$2.66M Buy
7,380
+221
+3% +$80.9K 1.37% 22
2026
Q2 		$2.61M Buy
7,159
+1,563
+28% +$474K 1.47% 21
2026
Q1 		$1.63M Buy
5,596
+151
+3% +$44.2K 1.26% 28
2025
Q4 		$1.58M Buy
5,445
+642
+13% +$181K 1.23% 28
2025
Q3 		$1.33M Sell
4,803
-32
-0.7% -$8.57K 1.07% 29
2025
Q2 		$1.29M Buy
+4,835
New +$1.27M 1.02% 31

Other funds holding TRV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Talbot Financial
Talbot Financial Bellevue, Washington $1.39B AUM 29.88% 1-Year Est. Return

Rydar Equities's TRV Position: Q3 2026 in Review

Rydar Equities increased its Travelers Companies (TRV) stake by 3.1% in Q3 2026, buying an estimated $80.9K and bringing the position to 7,380 shares worth $2.66M. The position accounts for 1.37% of the portfolio, ranked #22.

Rydar Equities first reported a position in TRV in Q2 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Rydar Equities held 7,380 shares of Travelers Companies worth $2.66M as of Q3 2026.
  • Rydar Equities bought 221 Travelers Companies shares in Q3 2026, an estimated $80.9K.
  • Travelers Companies made up 1.37% of Rydar Equities's portfolio in Q3 2026, its #22 holding.
  • Rydar Equities first reported a position in Travelers Companies in Q2 2025 and has held it in 6 quarters since.
  • 324 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.