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Syverson Strege & Co’s Travelers Companies TRV Stock Holding History

Syverson Strege & Co’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 		$396K Sell
1,200
-38
-3% -$11.5K 0.09% 99
2026
Q1 		$361K Sell
1,238
-16
-1% -$4.69K 0.09% 102
2025
Q4 		$364K Sell
1,254
-42
-3% -$11.8K 0.09% 97
2025
Q3 		$362K Sell
1,296
-97
-7% -$26K 0.09% 92
2025
Q2 		$373K Buy
+1,393
New +$367K 0.09% 93
2023
Q2 		– Sell
-30
Closed -$5.14K – 573
2023
Q1 		$5.14K Buy
+30
New +$5.46K ﹤0.01% 326
2021
Q4 		– Sell
-74
Closed -$11K – 470
2021
Q3 		$11K Buy
+74
New +$11.5K 0.01% 235

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Syverson Strege & Co's TRV Position: Q2 2026 in Review

Syverson Strege & Co reduced its Travelers Companies (TRV) stake by 3.1% in Q2 2026, selling an estimated $11.5K and leaving 1,200 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #99.

Syverson Strege & Co first reported a position in TRV in Q3 2021 and has held it in 7 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Syverson Strege & Co held 1,200 shares of Travelers Companies worth $396K as of Q2 2026.
  • Syverson Strege & Co sold 38 Travelers Companies shares in Q2 2026, an estimated $11.5K.
  • Travelers Companies made up 0.09% of Syverson Strege & Co's portfolio in Q2 2026, its #99 holding.
  • Syverson Strege & Co first reported a position in Travelers Companies in Q3 2021 and has held it in 7 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.