Waterfront Wealth’s Travelers Companies TRV Stock Holding History

Waterfront Wealth’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	$219K	Buy	+645	New	+$195K	0.03%	286

Other funds holding TRV

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Waterfront Wealth's TRV Position: Q2 2026 in Review

Waterfront Wealth opened a new position in Travelers Companies (TRV) in Q2 2026: 645 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #286 among its holdings.

809 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Waterfront Wealth held 645 shares of Travelers Companies worth $219K as of Q2 2026.
Travelers Companies was a new Waterfront Wealth position in Q2 2026.
Travelers Companies made up 0.03% of Waterfront Wealth's portfolio in Q2 2026, its #286 holding.
809 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.