TWM
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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
Q2 		$243K Sell
737
-19
-3% -$5.76K 0.03% 220
2026
Q1 		$221K Sell
756
-5
-0.7% -$1.47K 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Thrive Wealth Management's TRV Position: Q2 2026 in Review

Thrive Wealth Management reduced its Travelers Companies (TRV) stake by 2.5% in Q2 2026, selling an estimated $5.76K and leaving 737 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #220.

Thrive Wealth Management first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Thrive Wealth Management held 737 shares of Travelers Companies worth $243K as of Q2 2026.
  • Thrive Wealth Management sold 19 Travelers Companies shares in Q2 2026, an estimated $5.76K.
  • Travelers Companies made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Thrive Wealth Management first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 308 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.