Spectrum Planning & Advisory Services’s Travelers Companies TRV Stock Holding History

Spectrum Planning & Advisory Services’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	$210K	Sell	636 -435	-41%	-$132K	0.09%	109
2026 Q1	$312K	Buy	1,071 +6	+0.6%	+$1.76K	0.15%	85
2025 Q4	$309K	Buy	1,065 +2	+0.2%	+$563	0.16%	90
2025 Q3	$297K	Sell	1,063 -7	-0.7%	-$1.87K	0.17%	85
2025 Q2	$286K	Buy	+1,070	New	+$282K	0.19%	82

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

Spectrum Planning & Advisory Services's TRV Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Travelers Companies (TRV) stake by 41% in Q2 2026, selling an estimated $132K and leaving 636 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #109.

Spectrum Planning & Advisory Services first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. The position peaked at $312K in Q1 2026. 613 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Spectrum Planning & Advisory Services held 636 shares of Travelers Companies worth $210K as of Q2 2026.
Spectrum Planning & Advisory Services sold 435 Travelers Companies shares in Q2 2026, an estimated $132K.
Travelers Companies made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #109 holding.
Spectrum Planning & Advisory Services first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's Travelers Companies position peaked at $312K in Q1 2026.
613 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.