AWM
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Aprio Wealth Management’s Travelers Companies TRV Stock Holding History

Aprio Wealth Management’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 		$816K Buy
2,473
+209
+9% +$63.3K 0.04% 270
2026
Q1 		$660K Buy
2,264
+52
+2% +$15.2K 0.04% 280
2025
Q4 		$642K Buy
2,212
+663
+43% +$187K 0.04% 272
2025
Q3 		$432K Buy
1,549
+71
+5% +$19K 0.04% 251
2025
Q2 		$396K Buy
1,478
+238
+19% +$62.7K 0.04% 232
2025
Q1 		$328K Buy
1,240
+165
+15% +$41.1K 0.04% 254
2024
Q4 		$259K Buy
1,075
+101
+10% +$25.2K 0.04% 240
2024
Q3 		$228K Buy
+974
New +$215K 0.04% 247
2024
Q2 		– Sell
-954
Closed -$220K – 273
2024
Q1 		$220K Buy
+954
New +$204K 0.04% 200

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Aprio Wealth Management's TRV Position: Q2 2026 in Review

Aprio Wealth Management increased its Travelers Companies (TRV) stake by 9.2% in Q2 2026, buying an estimated $63.3K and bringing the position to 2,473 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #270.

Aprio Wealth Management first reported a position in TRV in Q1 2024 and has held it in 9 quarters since. 629 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Aprio Wealth Management held 2,473 shares of Travelers Companies worth $816K as of Q2 2026.
  • Aprio Wealth Management bought 209 Travelers Companies shares in Q2 2026, an estimated $63.3K.
  • Travelers Companies made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Aprio Wealth Management first reported a position in Travelers Companies in Q1 2024 and has held it in 9 quarters since.
  • 629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.