Atticus Wealth Management
TRV icon

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
Q3 		$497K Buy
1,394
+3
+0.2% +$1.1K 0.11% 107
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Atticus Wealth Management's TRV Position: Q3 2026 in Review

Atticus Wealth Management increased its Travelers Companies (TRV) stake by 0.22% in Q3 2026, buying an estimated $1.1K and bringing the position to 1,394 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #107.

Atticus Wealth Management first reported a position in TRV in Q4 2019 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Atticus Wealth Management held 1,394 shares of Travelers Companies worth $497K as of Q3 2026.
  • Atticus Wealth Management bought 3 Travelers Companies shares in Q3 2026, an estimated $1.1K.
  • Travelers Companies made up 0.11% of Atticus Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Atticus Wealth Management first reported a position in Travelers Companies in Q4 2019 and has held it in 7 quarters since.
  • 734 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.