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Aspect Partners’s Travelers Companies TRV Stock Holding History

Aspect Partners’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 		$8.25K Hold
25
– – ﹤0.01% 320
2026
Q1 		$7.29K Buy
25
+16
+178% +$4.69K ﹤0.01% 306
2025
Q4 		$2.61K Buy
9
+3
+50% +$844 ﹤0.01% 480
2025
Q3 		$1.68K Hold
6
– – ﹤0.01% 593
2025
Q2 		$1.6K Hold
6
– – ﹤0.01% 493
2025
Q1 		$1.59K Hold
6
– – ﹤0.01% 471
2024
Q4 		$1.45K Sell
6
-3
-33% -$749 ﹤0.01% 499
2024
Q3 		$2.11K Buy
9
+3
+50% +$661 ﹤0.01% 439
2024
Q2 		$1.22K Sell
6
-7
-54% -$1.5K ﹤0.01% 495
2024
Q1 		$2.99K Buy
13
+7
+117% +$1.5K ﹤0.01% 410
2023
Q4 		$1.14K Buy
+6
New +$1.04K ﹤0.01% 465

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aspect Partners's TRV Position: Q2 2026 in Review

Aspect Partners held its Travelers Companies (TRV) position steady in Q2 2026 at 25 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Aspect Partners first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Aspect Partners held 25 shares of Travelers Companies worth $8.25K as of Q2 2026.
  • Aspect Partners left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #320 holding.
  • Aspect Partners first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 508 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.