Turtle Creek Wealth Advisors’s Travelers Companies TRV Stock Holding History

Turtle Creek Wealth Advisors’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	$480K	Buy	1,454 +3	+0.2%	+$909	0.03%	265
2026 Q1	$423K	Buy	1,451 +99	+7%	+$29K	0.03%	260
2025 Q4	$392K	Buy	1,352 +313	+30%	+$88.1K	0.03%	256
2025 Q3	$290K	Buy	+1,039	New	+$278K	0.03%	280
2024 Q1	–	Sell	-333	Closed	-$63.4K	–	763
2023 Q4	$63.4K	Buy	+333	New	+$57.7K	0.02%	249

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

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

SAM

SEB Asset Management Stockholm $26.6B AUM

Turtle Creek Wealth Advisors's TRV Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Travelers Companies (TRV) stake by 0.21% in Q2 2026, buying an estimated $909 and bringing the position to 1,454 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #265.

Turtle Creek Wealth Advisors first reported a position in TRV in Q4 2023 and has held it in 5 quarters since. 966 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Turtle Creek Wealth Advisors held 1,454 shares of Travelers Companies worth $480K as of Q2 2026.
Turtle Creek Wealth Advisors bought 3 Travelers Companies shares in Q2 2026, an estimated $909.
Travelers Companies made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #265 holding.
Turtle Creek Wealth Advisors first reported a position in Travelers Companies in Q4 2023 and has held it in 5 quarters since.
966 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.