TWD
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
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

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

True Wealth Design's TRV Position: Q2 2026 in Review

True Wealth Design increased its Travelers Companies (TRV) stake by 24% in Q2 2026, buying an estimated $35.5K and bringing the position to 607 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #115.

True Wealth Design first reported a position in TRV in Q3 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • True Wealth Design held 607 shares of Travelers Companies worth $200K as of Q2 2026.
  • True Wealth Design bought 117 Travelers Companies shares in Q2 2026, an estimated $35.5K.
  • Travelers Companies made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #115 holding.
  • True Wealth Design first reported a position in Travelers Companies in Q3 2024 and has held it in 8 quarters since.
  • 319 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.