Bridges Investment Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.74M | Buy |
5,259
+13
| +0.2% | +$3.94K | 0.02% | 215 |
|
|
2026
Q1 | $1.53M | Sell |
5,246
-157
| -3% | -$46K | 0.02% | 207 |
|
|
2025
Q4 | $1.57M | Buy |
5,403
+1,016
| +23% | +$286K | 0.02% | 206 |
|
|
2025
Q3 | $1.22M | Hold |
4,387
| – | – | 0.02% | 226 |
|
|
2025
Q2 | $1.17M | Buy |
4,387
+10
| +0.2% | +$2.64K | 0.02% | 226 |
|
|
2025
Q1 | $1.16M | Hold |
4,377
| – | – | 0.02% | 221 |
|
|
2024
Q4 | $1.05M | Sell |
4,377
-7
| -0.2% | -$1.75K | 0.01% | 197 |
|
|
2024
Q3 | $1.03M | Sell |
4,384
-25
| -0.6% | -$5.51K | 0.01% | 202 |
|
|
2024
Q2 | $897K | Buy |
4,409
+94
| +2% | +$20.2K | 0.01% | 201 |
|
|
2024
Q1 | $993K | Hold |
4,315
| – | – | 0.03% | 139 |
|
|
2023
Q4 | $822K | Hold |
4,315
| – | – | 0.03% | 144 |
|
|
2023
Q3 | $705K | Hold |
4,315
| – | – | 0.03% | 148 |
|
|
2023
Q2 | $749K | Hold |
4,315
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $740K | Hold |
4,315
| – | – | 0.03% | 159 |
|
|
2022
Q4 | $809K | Hold |
4,315
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $661K | Hold |
4,315
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $730K | Sell |
4,315
-585
| -12% | -$102K | 0.03% | 157 |
|
|
2022
Q1 | $895K | Hold |
4,900
| – | – | 0.03% | 156 |
|
|
2021
Q4 | $766K | Hold |
4,900
| – | – | 0.02% | 164 |
|
|
2021
Q3 | $745K | Hold |
4,900
| – | – | 0.02% | 157 |
|
|
2021
Q2 | $734K | Hold |
4,900
| – | – | 0.02% | 159 |
|
|
2021
Q1 | $737K | Hold |
4,900
| – | – | 0.02% | 156 |
|
|
2020
Q4 | $688K | Sell |
4,900
-286
| -6% | -$36.7K | 0.02% | 153 |
|
|
2020
Q3 | $561K | Hold |
5,186
| – | – | 0.02% | 163 |
|
|
2020
Q2 | $591K | Sell |
5,186
-639
| -11% | -$67.3K | 0.02% | 158 |
|
|
2020
Q1 | $578K | Sell |
5,825
-2,298
| -28% | -$286K | 0.03% | 162 |
|
|
2019
Q4 | $1.11M | Buy |
8,123
+1,641
| +25% | +$223K | 0.04% | 148 |
|
|
2019
Q3 | $964K | Buy |
6,482
+1,434
| +28% | +$213K | 0.04% | 208 |
|
|
2019
Q2 | $755K | Buy |
5,048
+142
| +3% | +$20.5K | 0.03% | 236 |
|
|
2019
Q1 | $673K | Buy |
4,906
+292
| +6% | +$37.4K | 0.03% | 231 |
|
|
2018
Q4 | $553K | Sell |
4,614
-13
| -0.3% | -$1.63K | 0.03% | 242 |
|
|
2018
Q3 | $600K | Sell |
4,627
-285
| -6% | -$36.8K | 0.03% | 186 |
|
|
2018
Q2 | $601K | Hold |
4,912
| – | – | 0.03% | 190 |
|
|
2018
Q1 | $682K | Buy |
4,912
+2,171
| +79% | +$303K | 0.03% | 183 |
|
|
2017
Q4 | $372K | Hold |
2,741
| – | – | 0.03% | 163 |
|
|
2017
Q3 | $335K | Buy |
+2,741
| New | +$342K | 0.03% | 127 |
|
Other funds holding TRV
Bridges Investment Management's TRV Position: Q2 2026 in Review
Bridges Investment Management increased its Travelers Companies (TRV) stake by 0.25% in Q2 2026, buying an estimated $3.94K and bringing the position to 5,259 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #215.
Bridges Investment Management first reported a position in TRV in Q3 2017 and has held it in 36 quarters since. 1,850 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Bridges Investment Management held 5,259 shares of Travelers Companies worth $1.74M as of Q2 2026.
- Bridges Investment Management bought 13 Travelers Companies shares in Q2 2026, an estimated $3.94K.
- Travelers Companies made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #215 holding.
- Bridges Investment Management first reported a position in Travelers Companies in Q3 2017 and has held it in 36 quarters since.
- 1,850 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.