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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → TRV
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TRV Position History
The Travelers Companies, Inc. • Financial Services
Quarters held
5
Latest value
$136.2M
Q3 2026
Peak value
$136.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $55.7M |
| Q4 2025 | $62.7M |
| Q1 2026 | $49.7M |
| Q2 2026 | $109.4M |
| Q3 2026 | $136.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $136.2M | 375.0K | — | — |
| Q2 2026 | $109.4M | 327.7K | — | — |
| Q1 2026 | $49.7M | 171.9K | — | — |
| Q4 2025 | $62.7M | 220.0K | — | — |
| Q3 2025 | $55.7M | 195.5K | — | — |
Other funds holding TRV
$5.2B
$5.2B
$4.7B
$1.7B
$1.6B
$914.4M