WA
TRV icon

Wealth Architects’s Travelers Companies TRV Stock Holding History

Wealth Architects’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 		$425K Buy
1,288
+49
+4% +$14.8K 0.03% 163
2026
Q1 		$361K Sell
1,239
-27
-2% -$7.91K 0.03% 163
2025
Q4 		$367K Buy
1,266
+13
+1% +$3.66K 0.03% 161
2025
Q3 		$350K Buy
1,253
+11
+0.9% +$2.95K 0.03% 163
2025
Q2 		$332K Sell
1,242
-16
-1% -$4.22K 0.03% 163
2025
Q1 		$333K Buy
1,258
+48
+4% +$12K 0.04% 175
2024
Q4 		$291K Sell
1,210
-13
-1% -$3.25K 0.03% 170
2024
Q3 		$286K Buy
1,223
+10
+0.8% +$2.21K 0.03% 169
2024
Q2 		$247K Buy
1,213
+15
+1% +$3.22K 0.03% 177
2024
Q1 		$276K Buy
1,198
+4
+0.3% +$855 0.04% 167
2023
Q4 		$227K Sell
1,194
-31
-3% -$5.37K 0.03% 176
2023
Q3 		$200K Buy
1,225
+20
+2% +$3.34K 0.03% 179
2023
Q2 		$209K Sell
1,205
-6
-0.5% -$1.06K 0.03% 180
2023
Q1 		$208K Hold
1,211
– – 0.04% 175
2022
Q4 		$227K Buy
+1,211
New +$218K 0.04% 157
2022
Q3 		– Sell
-1,209
Closed -$204K – 188
2022
Q2 		$204K Buy
1,209
+37
+3% +$6.43K 0.04% 170
2022
Q1 		$214K Buy
+1,172
New +$201K 0.04% 185

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

Wealth Architects's TRV Position: Q2 2026 in Review

Wealth Architects increased its Travelers Companies (TRV) stake by 4% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,288 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #163.

Wealth Architects first reported a position in TRV in Q1 2022 and has held it in 17 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Wealth Architects held 1,288 shares of Travelers Companies worth $425K as of Q2 2026.
  • Wealth Architects bought 49 Travelers Companies shares in Q2 2026, an estimated $14.8K.
  • Travelers Companies made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #163 holding.
  • Wealth Architects first reported a position in Travelers Companies in Q1 2022 and has held it in 17 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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