Aspect Partners
TRV icon

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
Q3 		$9.27K Buy
26
+1
+4% +$366 ﹤0.01% 285
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 		$1.44K 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 $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Aspect Partners's TRV Position: Q3 2026 in Review

Aspect Partners increased its Travelers Companies (TRV) stake by 4% in Q3 2026, buying an estimated $366 and bringing the position to 26 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Aspect Partners first reported a position in TRV in Q4 2023 and has held it in 12 quarters since. 534 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Aspect Partners held 26 shares of Travelers Companies worth $9.27K as of Q3 2026.
  • Aspect Partners bought 1 Travelers Companies share in Q3 2026, an estimated $366.
  • Travelers Companies made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #285 holding.
  • Aspect Partners first reported a position in Travelers Companies in Q4 2023 and has held it in 12 quarters since.
  • 534 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.