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Atticus Wealth Management’s Travelers Companies TRV Stock Holding History

Atticus 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 		$459K Buy
1,391
+19
+1% +$5.76K 0.11% 118
2026
Q1 		$400K Buy
1,372
+3
+0.2% +$879 0.11% 121
2025
Q4 		$397K Buy
1,369
+4
+0.3% +$1.13K 0.1% 120
2025
Q3 		$381K Buy
1,365
+466
+52% +$125K 0.1% 137
2025
Q2 		$241K Buy
+899
New +$237K 0.06% 148
2020
Q1 		– Sell
-5
Closed -$1K – 421
2019
Q4 		$1K Buy
+5
New +$681 ﹤0.01% 361

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Atticus Wealth Management increased its Travelers Companies (TRV) stake by 1.4% in Q2 2026, buying an estimated $5.76K and bringing the position to 1,391 shares worth $459K. The position accounts for 0.11% of the portfolio, ranked #118.

Atticus Wealth Management first reported a position in TRV in Q4 2019 and has held it in 6 quarters since. 1,855 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Atticus Wealth Management held 1,391 shares of Travelers Companies worth $459K as of Q2 2026.
  • Atticus Wealth Management bought 19 Travelers Companies shares in Q2 2026, an estimated $5.76K.
  • Travelers Companies made up 0.11% of Atticus Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Atticus Wealth Management first reported a position in Travelers Companies in Q4 2019 and has held it in 6 quarters since.
  • 1,855 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.