SVWA
TRV icon

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
Q3 		$52.8K Hold
148
– – 0.03% 61
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

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's TRV Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Travelers Companies (TRV) position steady in Q3 2026 at 148 shares worth $52.8K. The position accounts for 0.03% of the portfolio, ranked #61.

Sarver Vrooman Wealth Advisors first reported a position in TRV in Q2 2025 and has held it in 6 quarters since. The position peaked at $65.3K in Q3 2025. 18 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 148 shares of Travelers Companies worth $52.8K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Travelers Companies in Q2 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Travelers Companies position peaked at $65.3K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.