USA FINANCIAL FORMULAS’s Travelers Companies TRV Stock Holding History

USA FINANCIAL FORMULAS’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	$11.9K	Buy	+36	New	+$10.9K	﹤0.01%	352

Other funds holding TRV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

USA FINANCIAL FORMULAS's TRV Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Travelers Companies (TRV) in Q2 2026: 36 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings.

1,001 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

USA FINANCIAL FORMULAS held 36 shares of Travelers Companies worth $11.9K as of Q2 2026.
Travelers Companies was a new USA FINANCIAL FORMULAS position in Q2 2026.
Travelers Companies made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #352 holding.
1,001 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.