Atwood & Palmer’s Travelers Companies TRV Stock Holding History

Atwood & Palmer’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	$49.5K	Hold	150	–	–	﹤0.01%	252
2026 Q1	$43.8K	Hold	150	–	–	﹤0.01%	254
2025 Q4	$43.5K	Hold	150	–	–	﹤0.01%	246
2025 Q3	$41.9K	Sell	150 -88	-37%	-$23.6K	﹤0.01%	258
2025 Q2	$63.7K	Hold	238	–	–	﹤0.01%	225
2025 Q1	$62.9K	Hold	238	–	–	﹤0.01%	212
2024 Q4	$57.3K	Hold	238	–	–	﹤0.01%	214
2024 Q3	$55.7K	Hold	238	–	–	﹤0.01%	218
2024 Q2	$48.4K	Sell	238 -335	-58%	-$72K	﹤0.01%	229
2024 Q1	$132K	Hold	573	–	–	0.01%	170
2023 Q4	$109K	Hold	573	–	–	0.01%	181
2023 Q3	$93.6K	Hold	573	–	–	0.01%	175
2023 Q2	$99.5K	Buy	573 +325	+131%	+$57.3K	0.01%	183
2023 Q1	$42.5K	Hold	248	–	–	﹤0.01%	211
2022 Q4	$46.5K	Hold	248	–	–	﹤0.01%	215
2022 Q3	$38K	Hold	248	–	–	﹤0.01%	214
2022 Q2	$42K	Hold	248	–	–	﹤0.01%	224
2022 Q1	$45K	Hold	248	–	–	﹤0.01%	235
2021 Q4	$39K	Hold	248	–	–	﹤0.01%	257
2021 Q3	$38K	Hold	248	–	–	﹤0.01%	241
2021 Q2	$37K	Hold	248	–	–	﹤0.01%	243
2021 Q1	$37K	Buy	+248	New	+$36.5K	﹤0.01%	239

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atwood & Palmer's TRV Position: Q2 2026 in Review

Atwood & Palmer held its Travelers Companies (TRV) position steady in Q2 2026 at 150 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Atwood & Palmer first reported a position in TRV in Q1 2021 and has held it in 22 quarters since. The position peaked at $132K in Q1 2024. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Atwood & Palmer held 150 shares of Travelers Companies worth $49.5K as of Q2 2026.
Atwood & Palmer left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #252 holding.
Atwood & Palmer first reported a position in Travelers Companies in Q1 2021 and has held it in 22 quarters since.
Atwood & Palmer's Travelers Companies position peaked at $132K in Q1 2024.
1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.