Advus Financial Partners, LLC’s Travelers Companies TRV Stock Holding History

Advus Financial Partners, LLC’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	$459K	Sell	1,390 -9	-0.6%	-$2.73K	0.1%	143
2026 Q1	$408K	Sell	1,399 -12	-0.9%	-$3.52K	0.1%	143
2025 Q4	$409K	Sell	1,411 -315	-18%	-$88.7K	0.1%	144
2025 Q3	$482K	Sell	1,726 -36	-2%	-$9.64K	0.12%	136
2025 Q2	$471K	Buy	1,762 +50	+3%	+$13.2K	0.12%	124
2025 Q1	$453K	Buy	1,712 +335	+24%	+$83.5K	0.13%	116
2024 Q4	$332K	Hold	1,377	–	–	0.09%	150
2024 Q3	$322K	Hold	1,377	–	–	0.09%	148
2024 Q2	$280K	Sell	1,377 -96	-7%	-$20.6K	0.09%	154
2024 Q1	$339K	Hold	1,473	–	–	0.1%	123
2023 Q4	$281K	Buy	1,473 +243	+20%	+$42.1K	0.1%	139
2023 Q3	$201K	Sell	1,230 -64	-5%	-$10.7K	0.08%	150
2023 Q2	$225K	Buy	1,294 +114	+10%	+$20.1K	0.09%	142
2023 Q1	$202K	Buy	1,180 +4	+0.3%	+$727	0.08%	139
2022 Q4	$220K	Buy	+1,176	New	+$212K	0.1%	140

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advus Financial Partners, LLC's TRV Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Travelers Companies (TRV) stake by 0.64% in Q2 2026, selling an estimated $2.73K and leaving 1,390 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #143.

Advus Financial Partners, LLC first reported a position in TRV in Q4 2022 and has held it in 15 quarters since. The position peaked at $482K in Q3 2025. 1,850 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Advus Financial Partners, LLC held 1,390 shares of Travelers Companies worth $459K as of Q2 2026.
Advus Financial Partners, LLC sold 9 Travelers Companies shares in Q2 2026, an estimated $2.73K.
Travelers Companies made up 0.1% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #143 holding.
Advus Financial Partners, LLC first reported a position in Travelers Companies in Q4 2022 and has held it in 15 quarters since.
Advus Financial Partners, LLC's Travelers Companies position peaked at $482K in Q3 2025.
1,850 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.