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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Toth Financial Advisory's TRV Position: Q2 2026 in Review

Toth Financial Advisory reduced its Travelers Companies (TRV) stake by 52% in Q2 2026, selling an estimated $27.9K and leaving 86 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Toth Financial Advisory first reported a position in TRV in Q2 2020 and has held it in 25 quarters since. The position peaked at $51.9K in Q1 2026. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Toth Financial Advisory held 86 shares of Travelers Companies worth $28.4K as of Q2 2026.
  • Toth Financial Advisory sold 92 Travelers Companies shares in Q2 2026, an estimated $27.9K.
  • Travelers Companies made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #460 holding.
  • Toth Financial Advisory first reported a position in Travelers Companies in Q2 2020 and has held it in 25 quarters since.
  • Toth Financial Advisory's Travelers Companies position peaked at $51.9K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.