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Salvus Wealth Management’s Travelers Companies TRV Stock Holding History

Salvus Wealth Management’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 		$571K Sell
1,730
-28
-2% -$8.49K 0.32% 82
2026
Q1 		$513K Sell
1,758
-583
-25% -$171K 0.3% 82
2025
Q4 		$679K Buy
2,341
+15
+0.6% +$4.22K 0.38% 67
2025
Q3 		$649K Buy
2,326
+5
+0.2% +$1.34K 0.36% 70
2025
Q2 		$621K Sell
2,321
-48
-2% -$12.7K 0.36% 74
2025
Q1 		$627K Buy
2,369
+20
+0.9% +$4.98K 0.39% 71
2024
Q4 		$566K Sell
2,349
-15
-0.6% -$3.75K 0.36% 74
2024
Q3 		$553K Hold
2,364
– – 0.34% 78
2024
Q2 		$481K Sell
2,364
-35
-1% -$7.52K 0.33% 79
2024
Q1 		$552K Sell
2,399
-15
-0.6% -$3.21K 0.38% 71
2023
Q4 		$460K Sell
2,414
-25
-1% -$4.33K 0.33% 73
2023
Q3 		$398K Buy
+2,439
New +$407K 0.32% 82
2023
Q2 		– Sell
-2,269
Closed -$389K – 105
2023
Q1 		$389K Hold
2,269
– – 0.31% 83
2022
Q4 		$425K Buy
2,269
+40
+2% +$7.2K 0.39% 65
2022
Q3 		$341K Buy
2,229
+10
+0.5% +$1.63K 0.32% 77
2022
Q2 		$375K Sell
2,219
-50
-2% -$8.69K 0.34% 75
2022
Q1 		$415K Buy
2,269
+85
+4% +$14.6K 0.32% 74
2021
Q4 		$342K Sell
2,184
-145
-6% -$22.7K 0.25% 81
2021
Q3 		$354K Sell
2,329
-25
-1% -$3.87K 0.29% 73
2021
Q2 		$357K Sell
2,354
-430
-15% -$66.7K 0.3% 73
2021
Q1 		$419K Sell
2,784
-45
-2% -$6.61K 0.39% 59
2020
Q4 		$395K Buy
+2,829
New +$363K 0.43% 61

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Salvus Wealth Management's TRV Position: Q2 2026 in Review

Salvus Wealth Management reduced its Travelers Companies (TRV) stake by 1.6% in Q2 2026, selling an estimated $8.49K and leaving 1,730 shares worth $571K. The position accounts for 0.32% of the portfolio, ranked #82.

Salvus Wealth Management first reported a position in TRV in Q4 2020 and has held it in 22 quarters since. The position peaked at $679K in Q4 2025. 364 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Salvus Wealth Management held 1,730 shares of Travelers Companies worth $571K as of Q2 2026.
  • Salvus Wealth Management sold 28 Travelers Companies shares in Q2 2026, an estimated $8.49K.
  • Travelers Companies made up 0.32% of Salvus Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Salvus Wealth Management first reported a position in Travelers Companies in Q4 2020 and has held it in 22 quarters since.
  • Salvus Wealth Management's Travelers Companies position peaked at $679K in Q4 2025.
  • 364 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.