Warren Street Wealth Advisors’s Travelers Companies TRV Stock Holding History

Warren Street 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	$285K	Buy	864 +18	+2%	+$5.46K	0.06%	108
2026 Q1	$247K	Buy	+846	New	+$248K	0.06%	105
2025 Q4	–	Sell	-966	Closed	-$270K	–	150
2025 Q3	$270K	Buy	966 +28	+3%	+$7.5K	0.08%	107
2025 Q2	$251K	Buy	938 +47	+5%	+$12.4K	0.08%	107
2025 Q1	$236K	Buy	+891	New	+$222K	0.09%	94

Other funds holding TRV

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

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Warren Street Wealth Advisors's TRV Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Travelers Companies (TRV) stake by 2.1% in Q2 2026, buying an estimated $5.46K and bringing the position to 864 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #108.

Warren Street Wealth Advisors first reported a position in TRV in Q1 2025 and has held it in 5 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Warren Street Wealth Advisors held 864 shares of Travelers Companies worth $285K as of Q2 2026.
Warren Street Wealth Advisors bought 18 Travelers Companies shares in Q2 2026, an estimated $5.46K.
Travelers Companies made up 0.06% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Warren Street Wealth Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 5 quarters since.
632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.