Thrive Wealth Management’s Travelers Companies TRV Stock Holding History

Thrive Wealth Management’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	$262K	Sell	736 -1	-0.1%	-$366	0.03%	218
2026 Q2	$243K	Sell	737 -19	-3%	-$5.76K	0.03%	220
2026 Q1	$221K	Sell	756 -5	-0.7%	-$1.46K	0.03%	213
2025 Q4	$221K	Sell	761 -6	-0.8%	-$1.69K	0.03%	215
2025 Q3	$214K	Sell	767 -30	-4%	-$8.03K	0.03%	219
2025 Q2	$213K	Buy	797 +2	+0.3%	+$527	0.03%	220
2025 Q1	$210K	Sell	795 -55	-6%	-$13.7K	0.04%	208
2024 Q4	$205K	Buy	+850	New	+$212K	0.04%	193

Other funds holding TRV

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

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Thrive Wealth Management's TRV Position: Q3 2026 in Review

Thrive Wealth Management reduced its Travelers Companies (TRV) stake by 0.14% in Q3 2026, selling an estimated $366 and leaving 736 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #218.

Thrive Wealth Management first reported a position in TRV in Q4 2024 and has held it in 8 quarters since. 496 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Thrive Wealth Management held 736 shares of Travelers Companies worth $262K as of Q3 2026.
Thrive Wealth Management sold 1 Travelers Companies share in Q3 2026, an estimated $366.
Travelers Companies made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #218 holding.
Thrive Wealth Management first reported a position in Travelers Companies in Q4 2024 and has held it in 8 quarters since.
496 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.