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Scarborough Advisors’s Travelers Companies TRV Stock Holding History

Scarborough 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 		– Sell
-65
Closed -$19K – 643
2026
Q1 		$19K Hold
65
– – ﹤0.01% 358
2025
Q4 		$18.9K Sell
65
-1
-2% -$281 ﹤0.01% 212
2025
Q3 		$18.4K Hold
66
– – ﹤0.01% 212
2025
Q2 		$17.7K Buy
+66
New +$17.4K ﹤0.01% 207
2024
Q3 		– Sell
-66
Closed -$13.4K – 415
2024
Q2 		$13.4K Buy
66
+1
+2% +$215 0.01% 190
2024
Q1 		$15K Buy
65
+45
+225% +$9.61K 0.01% 183
2023
Q4 		$3.81K Buy
+20
New +$3.46K ﹤0.01% 510

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Scarborough Advisors's TRV Position: Q2 2026 in Review

Scarborough Advisors sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 65 shares — an estimated $19K sold.

Scarborough Advisors first reported a position in TRV in Q4 2023 and held it in 7 quarters. The position peaked at $19K in Q1 2026. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Scarborough Advisors reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 65 Travelers Companies shares in Q2 2026, an estimated $19K.
  • Scarborough Advisors first reported a position in Travelers Companies in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Travelers Companies position peaked at $19K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.