Baron Wealth Management’s Travelers Companies TRV Stock Holding History

Baron 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	$633K	Buy	1,918 +163	+9%	+$49.4K	0.16%	89
2026 Q1	$512K	Sell	1,755 -633	-27%	-$185K	0.15%	94
2025 Q4	$693K	Buy	2,388 +4	+0.2%	+$1.13K	0.21%	65
2025 Q3	$666K	Sell	2,384 -38	-2%	-$10.2K	0.22%	65
2025 Q2	$648K	Buy	2,422 +198	+9%	+$52.2K	0.23%	63
2025 Q1	$588K	Buy	2,224 +532	+31%	+$133K	0.26%	58
2024 Q4	$408K	Buy	1,692 +313	+23%	+$78.1K	0.19%	83
2024 Q3	$323K	Buy	1,379 +383	+38%	+$84.4K	0.16%	113
2024 Q2	$203K	Sell	996 -5	-0.5%	-$1.07K	0.11%	171
2024 Q1	$230K	Buy	+1,001	New	+$214K	0.12%	154

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Baron Wealth Management increased its Travelers Companies (TRV) stake by 9.3% in Q2 2026, buying an estimated $49.4K and bringing the position to 1,918 shares worth $633K. The position accounts for 0.16% of the portfolio, ranked #89.

Baron Wealth Management first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. The position peaked at $693K in Q4 2025. 508 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Baron Wealth Management held 1,918 shares of Travelers Companies worth $633K as of Q2 2026.
Baron Wealth Management bought 163 Travelers Companies shares in Q2 2026, an estimated $49.4K.
Travelers Companies made up 0.16% of Baron Wealth Management's portfolio in Q2 2026, its #89 holding.
Baron Wealth Management first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
Baron Wealth Management's Travelers Companies position peaked at $693K in Q4 2025.
508 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.