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Strategic Investment Solutions’s Travelers Companies TRV Stock Holding History

Strategic Investment Solutions’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 		$68.7K Buy
208
+12
+6% +$3.64K 0.02% 232
2026
Q1 		$57K Buy
196
+4
+2% +$1.17K 0.01% 242
2025
Q4 		$55.7K Buy
192
+1
+0.5% +$281 0.01% 235
2025
Q3 		$53.4K Hold
191
– – 0.01% 208
2025
Q2 		$51K Sell
191
-119
-38% -$31.4K 0.02% 207
2025
Q1 		$82K Buy
310
+4
+1% +$997 0.02% 158
2024
Q4 		$66.2K Sell
306
-3
-1% -$749 0.02% 175
2024
Q3 		$72.3K Buy
309
+1
+0.3% +$220 0.02% 167
2024
Q2 		$66.7K Buy
+308
New +$66.2K 0.02% 163
2023
Q4 		$58.3K Sell
306
-9,585
-97% -$1.66M 0.01% 426
2023
Q3 		$1.65M Buy
9,891
+9,734
+6,200% +$1.63M 0.02% 249
2023
Q2 		$27K Sell
157
-246
-61% -$43.4K 0.01% 405
2023
Q1 		$69.2K Buy
+403
New +$73.3K 0.01% 314

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

Strategic Investment Solutions's TRV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Travelers Companies (TRV) stake by 6.1% in Q2 2026, buying an estimated $3.64K and bringing the position to 208 shares worth $68.7K. The position accounts for 0.02% of the portfolio, ranked #232.

Strategic Investment Solutions first reported a position in TRV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.65M in Q3 2023. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Strategic Investment Solutions held 208 shares of Travelers Companies worth $68.7K as of Q2 2026.
  • Strategic Investment Solutions bought 12 Travelers Companies shares in Q2 2026, an estimated $3.64K.
  • Travelers Companies made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #232 holding.
  • Strategic Investment Solutions first reported a position in Travelers Companies in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Travelers Companies position peaked at $1.65M in Q3 2023.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.