SYM Financial Corp
TRV icon

SYM Financial Corp’s Travelers Companies TRV Stock Holding History

SYM Financial Corp’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 		$706K Buy
1,980
+71
+4% +$26K 0.05% 114
2026
Q2 		$630K Buy
1,909
+158
+9% +$47.9K 0.05% 113
2026
Q1 		$511K Buy
1,751
+28
+2% +$8.2K 0.05% 127
2025
Q4 		$500K Buy
1,723
+12
+0.7% +$3.38K 0.05% 129
2025
Q3 		$478K Buy
1,711
+70
+4% +$18.7K 0.05% 118
2025
Q2 		$439K Buy
1,641
+56
+4% +$14.8K 0.05% 142
2025
Q1 		$419K Buy
1,585
+286
+22% +$71.2K 0.05% 127
2024
Q4 		$313K Buy
1,299
+99
+8% +$24.7K 0.04% 151
2024
Q3 		$281K Buy
1,200
+122
+11% +$26.9K 0.04% 121
2024
Q2 		$219K Buy
+1,078
New +$232K 0.03% 139

Other funds holding TRV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

SYM Financial Corp's TRV Position: Q3 2026 in Review

SYM Financial Corp increased its Travelers Companies (TRV) stake by 3.7% in Q3 2026, buying an estimated $26K and bringing the position to 1,980 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #114.

SYM Financial Corp first reported a position in TRV in Q2 2024 and has held it in 10 quarters since. 1,118 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • SYM Financial Corp held 1,980 shares of Travelers Companies worth $706K as of Q3 2026.
  • SYM Financial Corp bought 71 Travelers Companies shares in Q3 2026, an estimated $26K.
  • Travelers Companies made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #114 holding.
  • SYM Financial Corp first reported a position in Travelers Companies in Q2 2024 and has held it in 10 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.