James T. Borello RIA
TRV icon

James T. Borello RIA’s Travelers Companies TRV Stock Holding History

James T. Borello RIA’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
Q3 		$28.9K Sell
81
-3
-4% -$1.1K 0.01% 332
2026
Q2 		$27.7K Sell
84
-13
-13% -$3.94K 0.01% 333
2026
Q1 		$28.3K Buy
97
+36
+59% +$10.5K 0.01% 301
2025
Q4 		$17.7K Buy
61
+34
+126% +$9.6K ﹤0.01% 297
2025
Q3 		$7.54K Buy
+27
New +$7.23K ﹤0.01% 354

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's TRV Position: Q3 2026 in Review

James T. Borello RIA reduced its Travelers Companies (TRV) stake by 3.6% in Q3 2026, selling an estimated $1.1K and leaving 81 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #332.

James T. Borello RIA first reported a position in TRV in Q3 2025 and has held it in 5 quarters since. 648 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • James T. Borello RIA held 81 shares of Travelers Companies worth $28.9K as of Q3 2026.
  • James T. Borello RIA sold 3 Travelers Companies shares in Q3 2026, an estimated $1.1K.
  • Travelers Companies made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #332 holding.
  • James T. Borello RIA first reported a position in Travelers Companies in Q3 2025 and has held it in 5 quarters since.
  • 648 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.