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Spire Wealth Management’s Travelers Companies TRV Stock Holding History

Spire Wealth Management’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 		$2.84M Buy
8,607
+473
+6% +$143K 0.09% 213
2026
Q1 		$2.37M Buy
8,134
+12
+0.1% +$3.52K 0.08% 231
2025
Q4 		$2.36M Sell
8,122
-773
-9% -$218K 0.08% 225
2025
Q3 		$2.48M Buy
8,895
+2,119
+31% +$567K 0.08% 195
2025
Q2 		$1.79M Buy
6,776
+4,320
+176% +$1.14M 0.06% 256
2025
Q1 		$649K Sell
2,456
-23,624
-91% -$5.89M 0.02% 504
2024
Q4 		$4.48M Buy
26,080
+20,615
+377% +$5.15M 0.14% 140
2024
Q3 		$1.22M Buy
5,465
+2,745
+101% +$605K 0.04% 333
2024
Q2 		$553K Sell
2,720
-328
-11% -$70.5K 0.02% 469
2024
Q1 		$702K Buy
3,048
+6
+0.2% +$1.28K 0.01% 442
2023
Q4 		$944K Buy
3,042
+269
+10% +$46.6K 0.03% 375
2023
Q3 		$453K Sell
2,773
-2
-0.1% -$334 0.02% 497
2023
Q2 		$482K Sell
2,775
-74
-3% -$13.1K 0.02% 494
2023
Q1 		$488K Buy
2,849
+767
+37% +$139K 0.02% 497
2022
Q4 		$390K Buy
2,082
+478
+30% +$86K 0.02% 408
2022
Q3 		$246K Sell
1,604
-1,705
-52% -$277K 0.01% 478
2022
Q2 		$560K Sell
3,309
-2,130
-39% -$370K 0.02% 441
2022
Q1 		$994K Sell
5,439
-228
-4% -$39.1K 0.03% 389
2021
Q4 		$887K Sell
5,667
-37
-0.6% -$5.78K 0.02% 502
2021
Q3 		$867K Sell
5,704
-63,226
-92% -$9.79M 0.02% 443
2021
Q2 		$10.3M Buy
+68,930
New +$10.7M 0.28% 102

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Spire Wealth Management's TRV Position: Q2 2026 in Review

Spire Wealth Management increased its Travelers Companies (TRV) stake by 5.8% in Q2 2026, buying an estimated $143K and bringing the position to 8,607 shares worth $2.84M. The position accounts for 0.09% of the portfolio, ranked #213.

Spire Wealth Management first reported a position in TRV in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.3M in Q2 2021. 448 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Spire Wealth Management held 8,607 shares of Travelers Companies worth $2.84M as of Q2 2026.
  • Spire Wealth Management bought 473 Travelers Companies shares in Q2 2026, an estimated $143K.
  • Travelers Companies made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Spire Wealth Management first reported a position in Travelers Companies in Q2 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Travelers Companies position peaked at $10.3M in Q2 2021.
  • 448 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.