True Wealth Design
TRV icon

True Wealth Design’s Travelers Companies TRV Stock Holding History

True Wealth Design’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 		$220K Buy
616
+9
+1% +$3.3K 0.05% 113
2026
Q2 		$200K Buy
607
+117
+24% +$35.5K 0.05% 115
2026
Q1 		$143K Buy
490
+94
+24% +$27.5K 0.04% 143
2025
Q4 		$115K Sell
396
-18
-4% -$5.07K 0.03% 164
2025
Q3 		$116K Buy
414
+182
+78% +$48.7K 0.04% 134
2025
Q2 		$62.2K Buy
232
+63
+37% +$16.6K 0.02% 170
2025
Q1 		$44.8K Buy
169
+48
+40% +$12K 0.02% 203
2024
Q4 		$29.2K Sell
121
-53
-30% -$13.2K 0.01% 266
2024
Q3 		$40.7K Buy
+174
New +$38.4K 0.02% 173

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

True Wealth Design's TRV Position: Q3 2026 in Review

True Wealth Design increased its Travelers Companies (TRV) stake by 1.5% in Q3 2026, buying an estimated $3.3K and bringing the position to 616 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #113.

True Wealth Design first reported a position in TRV in Q3 2024 and has held it in 9 quarters since. 534 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • True Wealth Design held 616 shares of Travelers Companies worth $220K as of Q3 2026.
  • True Wealth Design bought 9 Travelers Companies shares in Q3 2026, an estimated $3.3K.
  • Travelers Companies made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #113 holding.
  • True Wealth Design first reported a position in Travelers Companies in Q3 2024 and has held it in 9 quarters since.
  • 534 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.