Symphony Financial’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Symphony Financial's TRV Position: Q2 2026 in Review
Symphony Financial reduced its Travelers Companies (TRV) stake by 5.1% in Q2 2026, selling an estimated $12.7K and leaving 774 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #303.
Symphony Financial first reported a position in TRV in Q3 2024 and has held it in 3 quarters since. The position peaked at $399K in Q3 2024. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Symphony Financial held 774 shares of Travelers Companies worth $256K as of Q2 2026.
- Symphony Financial sold 42 Travelers Companies shares in Q2 2026, an estimated $12.7K.
- Travelers Companies made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #303 holding.
- Symphony Financial first reported a position in Travelers Companies in Q3 2024 and has held it in 3 quarters since.
- Symphony Financial's Travelers Companies position peaked at $399K in Q3 2024.
- 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.