Simplicity Wealth’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Simplicity Wealth's TRV Position: Q2 2026 in Review
Simplicity Wealth increased its Travelers Companies (TRV) stake by 65% in Q2 2026, buying an estimated $147K and bringing the position to 1,235 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #714.
Simplicity Wealth first reported a position in TRV in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.19M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Simplicity Wealth held 1,235 shares of Travelers Companies worth $408K as of Q2 2026.
- Simplicity Wealth bought 485 Travelers Companies shares in Q2 2026, an estimated $147K.
- Travelers Companies made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #714 holding.
- Simplicity Wealth first reported a position in Travelers Companies in Q1 2024 and has held it in 4 quarters since.
- Simplicity Wealth's Travelers Companies position peaked at $2.19M in Q1 2024.
- 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.