Abner Herrman & Brock’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Sell
3,163
-725
-19% -$220K 0.1% 53
2026
Q1
$1.13M Sell
3,888
-289
-7% -$84.7K 0.13% 50
2025
Q4
$1.21M Hold
4,177
0.12% 55
2025
Q3
$1.17M Buy
+4,177
New +$1.12M 0.12% 55
2024
Q4
Sell
-4,046
Closed -$947K 88
2024
Q3
$947K Hold
4,046
0.11% 57
2024
Q2
$823K Buy
4,046
+64
+2% +$13.8K 0.1% 59
2024
Q1
$916K Hold
3,982
0.11% 56
2023
Q4
$759K Sell
3,982
-800
-17% -$139K 0.11% 60
2023
Q3
$781K Hold
4,782
0.12% 58
2023
Q2
$830K Sell
4,782
-23,475
-83% -$4.14M 0.12% 57
2023
Q1
$4.84M Sell
28,257
-75
-0.3% -$13.6K 0.73% 38
2022
Q4
$5.31M Sell
28,332
-2,150
-7% -$387K 0.82% 36
2022
Q3
$4.67M Buy
30,482
+6,342
+26% +$1.03M 0.86% 36
2022
Q2
$4.08M Buy
24,140
+140
+0.6% +$24.3K 0.7% 38
2022
Q1
$4.39M Buy
24,000
+22,150
+1,197% +$3.8M 0.62% 39
2021
Q4
$289K Buy
1,850
+397
+27% +$62K 0.04% 81
2021
Q3
$221K Buy
+1,453
New +$225K 0.03% 87
2020
Q4
Sell
-4,038
Closed -$437K 125
2020
Q3
$437K Sell
4,038
-52,703
-93% -$6.04M 0.07% 69
2020
Q2
$6.47M Sell
56,741
-2,544
-4% -$268K 1.16% 31
2020
Q1
$5.89M Sell
59,285
-1,384
-2% -$172K 1.33% 26
2019
Q4
$8.31M Sell
60,669
-7,759
-11% -$1.06M 1.24% 31
2019
Q3
$10.2M Sell
68,428
-1,175
-2% -$175K 1.5% 28
2019
Q2
$10.4M Buy
69,603
+148
+0.2% +$21.3K 1.49% 30
2019
Q1
$9.53M Sell
69,455
-187
-0.3% -$23.9K 1.47% 31
2018
Q4
$8.34M Sell
69,642
-1,217
-2% -$152K 1.52% 30
2018
Q3
$9.19M Buy
70,859
+2,531
+4% +$327K 1.31% 33
2018
Q2
$8.36M Buy
68,328
+1,866
+3% +$244K 1.3% 33
2018
Q1
$9.23M Buy
66,462
+3,583
+6% +$500K 1.46% 28
2017
Q4
$8.53M Buy
62,879
+3,853
+7% +$508K 1.44% 28
2017
Q3
$7.23M Sell
59,026
-335
-0.6% -$41.8K 1.28% 35
2017
Q2
$7.51M Sell
59,361
-7,602
-11% -$936K 1.42% 29
2017
Q1
$8.07M Buy
66,963
+373
+0.6% +$44.8K 1.61% 26
2016
Q4
$7.88M Buy
66,590
+16,983
+34% +$1.94M 1.66% 26
2016
Q3
$5.68M Buy
49,607
+840
+2% +$98.3K 1.29% 37
2016
Q2
$5.76M Buy
48,767
+8,676
+22% +$981K 1.34% 36
2016
Q1
$4.68M Buy
40,091
+29,141
+266% +$3.18M 1.18% 38
2015
Q4
$1.24M Hold
10,950
0.64% 44
2015
Q3
$1.12M Buy
10,950
+40
+0.4% +$4.09K 0.6% 46
2015
Q2
$1.09M Buy
10,910
+1,346
+14% +$138K 0.55% 47
2015
Q1
$1.03M Sell
9,564
-365
-4% -$39K 0.53% 49
2014
Q4
$1.05M Sell
9,929
-15,330
-61% -$1.55M 0.53% 45
2014
Q3
$2.37M Buy
25,259
+725
+3% +$67.6K 0.7% 52
2014
Q2
$2.31M Sell
24,534
-541
-2% -$49.3K 0.7% 48
2014
Q1
$2.13M Sell
25,075
-37,305
-60% -$3.14M 0.68% 46
2013
Q4
$5.55M Buy
62,380
+34,040
+120% +$2.97M 1.97% 18
2013
Q3
$2.4M Sell
28,340
-16,541
-37% -$1.37M 1.59% 26
2013
Q2
$3.59M Buy
+44,881
New +$3.77M 1.52% 31

Other funds holding TRV

Abner Herrman & Brock's TRV Position: Q2 2026 in Review

Abner Herrman & Brock reduced its Travelers Companies (TRV) stake by 19% in Q2 2026, selling an estimated $220K and leaving 3,163 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #53.

Abner Herrman & Brock first reported a position in TRV in Q2 2013 and has held it in 47 quarters since. The position peaked at $10.4M in Q2 2019. 1,846 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Abner Herrman & Brock held 3,163 shares of Travelers Companies worth $1.04M as of Q2 2026.
  • Abner Herrman & Brock sold 725 Travelers Companies shares in Q2 2026, an estimated $220K.
  • Travelers Companies made up 0.1% of Abner Herrman & Brock's portfolio in Q2 2026, its #53 holding.
  • Abner Herrman & Brock first reported a position in Travelers Companies in Q2 2013 and has held it in 47 quarters since.
  • Abner Herrman & Brock's Travelers Companies position peaked at $10.4M in Q2 2019.
  • 1,846 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.