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VSM Wealth Advisory’s Travelers Companies TRV Stock Holding History

VSM Wealth Advisory’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 		$111K Hold
336
– – 0.03% 152
2026
Q1 		$98K Buy
336
+102
+44% +$29.9K 0.03% 154
2025
Q4 		$67.9K Sell
234
-101
-30% -$28.4K 0.02% 174
2025
Q3 		$93.6K Hold
335
– – 0.03% 139
2025
Q2 		$89.5K Buy
335
+1
+0.3% +$264 0.03% 148
2025
Q1 		$88.4K Hold
334
– – 0.03% 142
2024
Q4 		$80.4K Buy
+334
New +$83.4K 0.03% 148

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VSM Wealth Advisory's TRV Position: Q2 2026 in Review

VSM Wealth Advisory held its Travelers Companies (TRV) position steady in Q2 2026 at 336 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #152.

VSM Wealth Advisory first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 633 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • VSM Wealth Advisory held 336 shares of Travelers Companies worth $111K as of Q2 2026.
  • VSM Wealth Advisory left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #152 holding.
  • VSM Wealth Advisory first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 633 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.