Sax Wealth Advisors’s Travelers Companies TRV Stock Holding History

Sax 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	$629K	Buy	2,157 +47	+2%	+$14.2K	0.03%	295
2026 Q1	$612K	Sell	2,110 -23	-1%	-$6.74K	0.03%	257
2025 Q4	$619K	Sell	2,133 -24	-1%	-$6.75K	0.03%	262
2025 Q3	$602K	Buy	2,157 +86	+4%	+$23K	0.03%	250
2025 Q2	$554K	Buy	+2,071	New	+$546K	0.03%	241
2025 Q1	–	Sell	-1,989	Closed	-$479K	–	388
2024 Q4	$479K	Buy	+1,989	New	+$497K	0.04%	197
2024 Q3	–	Sell	-2,016	Closed	-$410K	–	313
2024 Q2	$410K	Buy	+2,016	New	+$433K	0.04%	168
2024 Q1	–	Sell	-1,208	Closed	-$230K	–	213
2023 Q4	$230K	Buy	+1,208	New	+$209K	0.04%	171

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Sax Wealth Advisors's TRV Position: Q2 2026 in Review

Sax Wealth Advisors increased its Travelers Companies (TRV) stake by 2.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 2,157 shares worth $629K. The position accounts for 0.03% of the portfolio, ranked #295.

Sax Wealth Advisors first reported a position in TRV in Q4 2023 and has held it in 8 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Sax Wealth Advisors held 2,157 shares of Travelers Companies worth $629K as of Q2 2026.
Sax Wealth Advisors bought 47 Travelers Companies shares in Q2 2026, an estimated $14.2K.
Travelers Companies made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #295 holding.
Sax Wealth Advisors first reported a position in Travelers Companies in Q4 2023 and has held it in 8 quarters since.
632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.