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Toth Financial Advisory’s Travelers Companies TRV Stock Holding History

Toth Financial Advisory’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 		$36K Buy
101
+15
+17% +$5.49K ﹤0.01% 418
2026
Q2 		$28.4K Sell
86
-92
-52% -$27.9K ﹤0.01% 460
2026
Q1 		$51.9K Hold
178
– – 0.01% 359
2025
Q4 		$51.6K Buy
178
+7
+4% +$1.97K 0.01% 353
2025
Q3 		$47.7K Hold
171
– – 0.01% 357
2025
Q2 		$45.8K Buy
171
+86
+101% +$22.7K 0.01% 321
2025
Q1 		$22.5K Hold
85
– – ﹤0.01% 391
2024
Q4 		$20.5K Hold
85
– – ﹤0.01% 394
2024
Q3 		$19.9K Hold
85
– – ﹤0.01% 387
2024
Q2 		$17.3K Hold
85
– – ﹤0.01% 408
2024
Q1 		$19.6K Sell
85
-23
-21% -$4.91K ﹤0.01% 388
2023
Q4 		$20.6K Hold
108
– – ﹤0.01% 388
2023
Q3 		$17.6K Buy
108
+8
+8% +$1.34K ﹤0.01% 388
2023
Q2 		$17.4K Buy
100
+15
+18% +$2.65K ﹤0.01% 408
2023
Q1 		$14.6K Hold
85
– – ﹤0.01% 417
2022
Q4 		$15.9K Hold
85
– – ﹤0.01% 400
2022
Q3 		$13K Hold
85
– – ﹤0.01% 429
2022
Q2 		$14K Hold
85
– – ﹤0.01% 399
2022
Q1 		$16K Hold
85
– – ﹤0.01% 410
2021
Q4 		$13K Hold
85
– – ﹤0.01% 466
2021
Q3 		$13K Hold
85
– – ﹤0.01% 453
2021
Q2 		$13K Hold
85
– – ﹤0.01% 434
2021
Q1 		$13K Hold
85
– – ﹤0.01% 439
2020
Q4 		$12K Hold
85
– – ﹤0.01% 391
2020
Q3 		$9K Buy
85
+81
+2,025% +$9.29K ﹤0.01% 386
2020
Q2 		$0 Buy
+4
New +$422 ﹤0.01% 605

Other funds holding TRV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Toth Financial Advisory's TRV Position: Q3 2026 in Review

Toth Financial Advisory increased its Travelers Companies (TRV) stake by 17% in Q3 2026, buying an estimated $5.49K and bringing the position to 101 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Toth Financial Advisory first reported a position in TRV in Q2 2020 and has held it in 26 quarters since. The position peaked at $51.9K in Q1 2026. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Toth Financial Advisory held 101 shares of Travelers Companies worth $36K as of Q3 2026.
  • Toth Financial Advisory bought 15 Travelers Companies shares in Q3 2026, an estimated $5.49K.
  • Travelers Companies made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #418 holding.
  • Toth Financial Advisory first reported a position in Travelers Companies in Q2 2020 and has held it in 26 quarters since.
  • Toth Financial Advisory's Travelers Companies position peaked at $51.9K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.