Barden Capital Management’s Travelers Companies TRV Stock Holding History

Barden Capital 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	$1.18M	Sell	3,573 -1,525	-30%	-$462K	1.09%	30
2026 Q1	$1.49M	Buy	5,098 +163	+3%	+$47.8K	1.27%	30
2025 Q4	$1.43M	Sell	4,935 -55	-1%	-$15.5K	1.18%	33
2025 Q3	$1.39M	Sell	4,990 -26	-0.5%	-$6.96K	1.16%	37
2025 Q2	$1.34M	Sell	5,016 -151	-3%	-$39.8K	1.18%	40
2025 Q1	$1.37M	Buy	5,167 +55	+1%	+$13.7K	1.22%	36
2024 Q4	$1.23M	Buy	+5,112	New	+$1.28M	1.06%	41

Other funds holding TRV

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Barden Capital Management's TRV Position: Q2 2026 in Review

Barden Capital Management reduced its Travelers Companies (TRV) stake by 30% in Q2 2026, selling an estimated $462K and leaving 3,573 shares worth $1.18M. The position accounts for 1.09% of the portfolio, ranked #30.

Barden Capital Management first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2026. 1,091 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Barden Capital Management held 3,573 shares of Travelers Companies worth $1.18M as of Q2 2026.
Barden Capital Management sold 1,525 Travelers Companies shares in Q2 2026, an estimated $462K.
Travelers Companies made up 1.09% of Barden Capital Management's portfolio in Q2 2026, its #30 holding.
Barden Capital Management first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
Barden Capital Management's Travelers Companies position peaked at $1.49M in Q1 2026.
1,091 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.