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Wealthcare Advisory Partners’s Travelers Companies TRV Stock Holding History

Wealthcare Advisory Partners’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 		$493K Sell
1,494
-44
-3% -$13.3K 0.01% 713
2026
Q1 		$449K Buy
1,538
+80
+5% +$23.4K 0.01% 736
2025
Q4 		$423K Buy
1,458
+160
+12% +$45K 0.01% 751
2025
Q3 		$362K Sell
1,298
-22
-2% -$5.89K 0.01% 778
2025
Q2 		$353K Sell
1,320
-97
-7% -$25.6K 0.01% 739
2025
Q1 		$375K Sell
1,417
-172
-11% -$42.9K 0.01% 669
2024
Q4 		$383K Buy
1,589
+254
+19% +$63.4K 0.01% 638
2024
Q3 		$313K Sell
1,335
-179
-12% -$39.5K 0.01% 710
2024
Q2 		$308K Buy
1,514
+102
+7% +$21.9K 0.01% 668
2024
Q1 		$325K Buy
1,412
+165
+13% +$35.3K 0.01% 645
2023
Q4 		$238K Buy
1,247
+3
+0.2% +$519 0.01% 672
2023
Q3 		$203K Buy
1,244
+15
+1% +$2.5K 0.01% 656
2023
Q2 		$213K Buy
+1,229
New +$217K 0.01% 658
2023
Q1 		– Sell
-1,171
Closed -$220K – 745
2022
Q4 		$220K Buy
+1,171
New +$211K 0.01% 630
2021
Q2 		– Sell
-506
Closed -$76K – 1756
2021
Q1 		$76K Buy
+506
New +$74.4K 0.01% 753
2020
Q2 		– Sell
-138
Closed -$14K – 1263
2020
Q1 		$14K Sell
138
-79
-36% -$9.82K ﹤0.01% 837
2019
Q4 		$30K Hold
217
– – ﹤0.01% 657
2019
Q3 		$32K Sell
217
-43
-17% -$6.39K ﹤0.01% 634
2019
Q2 		$39K Hold
260
– – 0.01% 562
2019
Q1 		$36K Buy
260
+13
+5% +$1.66K 0.01% 536
2018
Q4 		$30K Sell
247
-78
-24% -$9.76K 0.01% 544
2018
Q3 		$42K Hold
325
– – 0.01% 513
2018
Q2 		$40K Buy
325
+156
+92% +$20.4K 0.01% 510
2018
Q1 		$24K Sell
169
-412
-71% -$57.5K 0.01% 551
2017
Q4 		$79K Buy
581
+135
+30% +$17.8K 0.02% 301
2017
Q3 		$55K Buy
+446
New +$55.7K 0.02% 293

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Wealthcare Advisory Partners's TRV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Travelers Companies (TRV) stake by 2.9% in Q2 2026, selling an estimated $13.3K and leaving 1,494 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #713.

Wealthcare Advisory Partners first reported a position in TRV in Q3 2017 and has held it in 26 quarters since. 469 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Wealthcare Advisory Partners held 1,494 shares of Travelers Companies worth $493K as of Q2 2026.
  • Wealthcare Advisory Partners sold 44 Travelers Companies shares in Q2 2026, an estimated $13.3K.
  • Travelers Companies made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #713 holding.
  • Wealthcare Advisory Partners first reported a position in Travelers Companies in Q3 2017 and has held it in 26 quarters since.
  • 469 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.