Simplicity Wealth’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$408K Buy
1,235
+485
+65% +$147K 0.01% 714
2026
Q1
$219K Buy
+750
New +$220K 0.01% 694
2024
Q3
Sell
-9,514
Closed -$1.93M 1144
2024
Q2
$1.93M Sell
9,514
-6
-0.1% -$1.29K 0.04% 359
2024
Q1
$2.19M Buy
+9,520
New +$2.03M 0.05% 338

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.