BWM
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Brown Wealth Management’s Travelers Companies TRV Stock Holding History

Brown 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 		$564K Sell
1,707
-289
-14% -$87.6K 0.13% 77
2026
Q1 		$582K Buy
1,996
+36
+2% +$10.5K 0.15% 69
2025
Q4 		$569K Buy
1,960
+7
+0.4% +$1.97K 0.15% 68
2025
Q3 		$545K Buy
1,953
+22
+1% +$5.89K 0.15% 68
2025
Q2 		$517K Sell
1,931
-51
-3% -$13.4K 0.16% 65
2025
Q1 		$524K Buy
+1,982
New +$494K 0.18% 57

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

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

Brown Wealth Management reduced its Travelers Companies (TRV) stake by 14% in Q2 2026, selling an estimated $87.6K and leaving 1,707 shares worth $564K. The position accounts for 0.13% of the portfolio, ranked #77.

Brown Wealth Management first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. The position peaked at $582K in Q1 2026. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Brown Wealth Management held 1,707 shares of Travelers Companies worth $564K as of Q2 2026.
  • Brown Wealth Management sold 289 Travelers Companies shares in Q2 2026, an estimated $87.6K.
  • Travelers Companies made up 0.13% of Brown Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Brown Wealth Management first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • Brown Wealth Management's Travelers Companies position peaked at $582K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.