Planning Strategies Inc.’s Travelers Companies TRV Stock Holding History

Planning Strategies Inc.’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	$3.96K	Buy	+12	New	+$3.64K	﹤0.01%	446

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

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

FAF

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Planning Strategies Inc.'s TRV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Travelers Companies (TRV) in Q2 2026: 12 shares worth $3.96K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings.

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

Planning Strategies Inc. held 12 shares of Travelers Companies worth $3.96K as of Q2 2026.
Travelers Companies was a new Planning Strategies Inc. position in Q2 2026.
Travelers Companies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #446 holding.
770 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.