Valued Wealth Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Valued Wealth Advisors's TRV Position: Q2 2026 in Review
Valued Wealth Advisors increased its Travelers Companies (TRV) stake by 2.1% in Q2 2026, buying an estimated $2.42K and bringing the position to 381 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #65.
Valued Wealth Advisors first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Valued Wealth Advisors held 381 shares of Travelers Companies worth $126K as of Q2 2026.
- Valued Wealth Advisors bought 8 Travelers Companies shares in Q2 2026, an estimated $2.42K.
- Travelers Companies made up 0.05% of Valued Wealth Advisors's portfolio in Q2 2026, its #65 holding.
- Valued Wealth Advisors first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
- 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.