StrongBox Wealth’s Travelers Companies TRV Stock Holding History

StrongBox Wealth’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 Q3	$713	Buy	+2	New	+$732	﹤0.01%	276

Other funds holding TRV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

StrongBox Wealth's TRV Position: Q3 2026 in Review

StrongBox Wealth opened a new position in Travelers Companies (TRV) in Q3 2026: 2 shares worth $713. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings.

1,053 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

StrongBox Wealth held 2 shares of Travelers Companies worth $713 as of Q3 2026.
Travelers Companies was a new StrongBox Wealth position in Q3 2026.
Travelers Companies made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #276 holding.
1,053 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.