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Berman McAleer’s Travelers Companies TRV Stock Holding History

Berman McAleer’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 		$295K Buy
894
+30
+3% +$9.09K 0.03% 132
2026
Q1 		$252K Buy
864
+16
+2% +$4.69K 0.03% 136
2025
Q4 		$246K Hold
848
– – 0.03% 141
2025
Q3 		$237K Buy
+848
New +$227K 0.03% 142

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

Berman McAleer's TRV Position: Q2 2026 in Review

Berman McAleer increased its Travelers Companies (TRV) stake by 3.5% in Q2 2026, buying an estimated $9.09K and bringing the position to 894 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #132.

Berman McAleer first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 1,841 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Berman McAleer held 894 shares of Travelers Companies worth $295K as of Q2 2026.
  • Berman McAleer bought 30 Travelers Companies shares in Q2 2026, an estimated $9.09K.
  • Travelers Companies made up 0.03% of Berman McAleer's portfolio in Q2 2026, its #132 holding.
  • Berman McAleer first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,841 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.