Atlantic Edge Private Wealth Management’s Travelers Companies TRV Stock Holding History

Atlantic Edge Private 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	$4.07M	Buy	12,330 +3,350	+37%	+$1.02M	0.83%	30
2026 Q1	$2.62M	Sell	8,980 -29	-0.3%	-$8.49K	0.64%	39
2025 Q4	$2.61M	Buy	9,009 +225	+3%	+$63.3K	0.65%	40
2025 Q3	$2.45M	Buy	8,784 +60	+0.7%	+$16.1K	0.63%	41
2025 Q2	$2.33M	Sell	8,724 -125	-1%	-$33K	0.64%	42
2025 Q1	$2.34M	Sell	8,849 -79	-0.9%	-$19.7K	0.72%	38
2024 Q4	$2.15M	Buy	8,928 +30	+0.3%	+$7.49K	0.67%	40
2024 Q3	$2.08M	Buy	8,898 +275	+3%	+$60.6K	0.63%	40
2024 Q2	$1.75M	Buy	8,623 +53	+0.6%	+$11.4K	0.59%	43
2024 Q1	$1.97M	Buy	8,570 +425	+5%	+$90.8K	0.68%	38
2023 Q4	$1.55M	Buy	+8,145	New	+$1.41M	0.63%	42

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Atlantic Edge Private Wealth Management's TRV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Travelers Companies (TRV) stake by 37% in Q2 2026, buying an estimated $1.02M and bringing the position to 12,330 shares worth $4.07M. The position accounts for 0.83% of the portfolio, ranked #30.

Atlantic Edge Private Wealth Management first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Atlantic Edge Private Wealth Management held 12,330 shares of Travelers Companies worth $4.07M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 3,350 Travelers Companies shares in Q2 2026, an estimated $1.02M.
Travelers Companies made up 0.83% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #30 holding.
Atlantic Edge Private Wealth Management first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.