Sarver Vrooman Wealth Advisors’s Travelers Companies TRV Stock Holding History

Sarver Vrooman Wealth 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	$49.5K	Sell	148 -5	-3%	-$1.51K	0.03%	64
2026 Q1	$44.6K	Buy	153 +8	+6%	+$2.34K	0.03%	68
2025 Q4	$42.1K	Sell	145 -89	-38%	-$25K	0.03%	79
2025 Q3	$65.3K	Hold	234	–	–	0.04%	60
2025 Q2	$62.6K	Buy	+234	New	+$61.7K	0.04%	61

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's TRV Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Travelers Companies (TRV) stake by 3.3% in Q2 2026, selling an estimated $1.51K and leaving 148 shares worth $49.5K. The position accounts for 0.03% of the portfolio, ranked #64.

Sarver Vrooman Wealth Advisors first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. The position peaked at $65.3K in Q3 2025. 489 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Sarver Vrooman Wealth Advisors held 148 shares of Travelers Companies worth $49.5K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 5 Travelers Companies shares in Q2 2026, an estimated $1.51K.
Travelers Companies made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Sarver Vrooman Wealth Advisors first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
Sarver Vrooman Wealth Advisors's Travelers Companies position peaked at $65.3K in Q3 2025.
489 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.