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Boston Trust Walden’s Travelers Companies TRV Stock Holding History

Boston Trust Walden’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 		$931K Hold
2,819
– – 0.01% 297
2026
Q1 		$822K Buy
2,819
+333
+13% +$97.6K 0.01% 299
2025
Q4 		$721K Hold
2,486
– – 0.01% 301
2025
Q3 		$694K Hold
2,486
– – 0.01% 306
2025
Q2 		$665K Sell
2,486
-100
-4% -$26.4K ﹤0.01% 306
2025
Q1 		$684K Hold
2,586
– – 0.01% 301
2024
Q4 		$623K Hold
2,586
– – ﹤0.01% 305
2024
Q3 		$605K Buy
2,586
+533
+26% +$118K ﹤0.01% 309
2024
Q2 		$417K Buy
2,053
+25
+1% +$5.37K ﹤0.01% 329
2024
Q1 		$467K Hold
2,028
– – ﹤0.01% 322
2023
Q4 		$386K Hold
2,028
– – ﹤0.01% 323
2023
Q3 		$331K Hold
2,028
– – ﹤0.01% 327
2023
Q2 		$352K Hold
2,028
– – ﹤0.01% 329
2023
Q1 		$348K Sell
2,028
-300
-13% -$54.6K ﹤0.01% 329
2022
Q4 		$436K Hold
2,328
– – ﹤0.01% 318
2022
Q3 		$357K Hold
2,328
– – ﹤0.01% 318
2022
Q2 		$394K Sell
2,328
-127
-5% -$22.1K ﹤0.01% 319
2022
Q1 		$449K Sell
2,455
-218
-8% -$37.4K ﹤0.01% 322
2021
Q4 		$418K Buy
2,673
+463
+21% +$72.3K ﹤0.01% 342
2021
Q3 		$336K Hold
2,210
– – ﹤0.01% 343
2021
Q2 		$331K Hold
2,210
– – ﹤0.01% 349
2021
Q1 		$332K Hold
2,210
– – ﹤0.01% 337
2020
Q4 		$310K Hold
2,210
– – ﹤0.01% 345
2020
Q3 		$239K Hold
2,210
– – ﹤0.01% 354
2020
Q2 		$252K Buy
+2,210
New +$233K ﹤0.01% 345
2020
Q1 		– Sell
-1,736
Closed -$238K – 377
2019
Q4 		$238K Buy
1,736
+8
+0.5% +$1.09K ﹤0.01% 366
2019
Q3 		$257K Hold
1,728
– – ﹤0.01% 358
2019
Q2 		$258K Buy
1,728
+18
+1% +$2.6K ﹤0.01% 361
2019
Q1 		$235K Hold
1,710
– – ﹤0.01% 364
2018
Q4 		$205K Hold
1,710
– – ﹤0.01% 368
2018
Q3 		$222K Hold
1,710
– – ﹤0.01% 371
2018
Q2 		$209K Hold
1,710
– – ﹤0.01% 372
2018
Q1 		$237K Hold
1,710
– – ﹤0.01% 370
2017
Q4 		$232K Buy
1,710
+50
+3% +$6.6K ﹤0.01% 372
2017
Q3 		$203K Sell
1,660
-135
-8% -$16.9K ﹤0.01% 372
2017
Q2 		$227K Buy
+1,795
New +$221K ﹤0.01% 367

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Boston Trust Walden's TRV Position: Q2 2026 in Review

Boston Trust Walden held its Travelers Companies (TRV) position steady in Q2 2026 at 2,819 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #297.

Boston Trust Walden first reported a position in TRV in Q2 2017 and has held it in 36 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Boston Trust Walden held 2,819 shares of Travelers Companies worth $931K as of Q2 2026.
  • Boston Trust Walden left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #297 holding.
  • Boston Trust Walden first reported a position in Travelers Companies in Q2 2017 and has held it in 36 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.