Builder Investment Group’s Travelers Companies TRV Stock Holding History

Builder Investment Group’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	$396K	Hold	1,200	–	–	0.08%	86
2026 Q1	$350K	Hold	1,200	–	–	0.08%	82
2025 Q4	$348K	Hold	1,200	–	–	0.08%	83
2025 Q3	$335K	Hold	1,200	–	–	0.08%	82
2025 Q2	$321K	Hold	1,200	–	–	0.08%	83
2025 Q1	$317K	Hold	1,200	–	–	0.09%	79
2024 Q4	$289K	Hold	1,200	–	–	0.08%	85
2024 Q3	$281K	Hold	1,200	–	–	0.08%	83
2024 Q2	$244K	Hold	1,200	–	–	0.07%	85
2024 Q1	$276K	Hold	1,200	–	–	0.08%	84
2023 Q4	$229K	Buy	+1,200	New	+$208K	0.08%	90
2023 Q3	–	Sell	-1,200	Closed	-$208K	–	99
2023 Q2	$208K	Hold	1,200	–	–	0.08%	90
2023 Q1	$206K	Hold	1,200	–	–	0.09%	88
2022 Q4	$225K	Buy	+1,200	New	+$216K	0.11%	81

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Builder Investment Group's TRV Position: Q2 2026 in Review

Builder Investment Group held its Travelers Companies (TRV) position steady in Q2 2026 at 1,200 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #86.

Builder Investment Group first reported a position in TRV in Q4 2022 and has held it in 14 quarters since. 400 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Builder Investment Group held 1,200 shares of Travelers Companies worth $396K as of Q2 2026.
Builder Investment Group left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up 0.08% of Builder Investment Group's portfolio in Q2 2026, its #86 holding.
Builder Investment Group first reported a position in Travelers Companies in Q4 2022 and has held it in 14 quarters since.
400 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.