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Chesley Taft & Associates’s Travelers Companies TRV Stock Holding History

Chesley Taft & Associates’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 		$234K Buy
709
+12
+2% +$3.64K 0.01% 352
2026
Q1 		$203K Buy
697
+3
+0.4% +$879 0.01% 364
2025
Q4 		$201K Buy
+694
New +$195K 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Chesley Taft & Associates's TRV Position: Q2 2026 in Review

Chesley Taft & Associates increased its Travelers Companies (TRV) stake by 1.7% in Q2 2026, buying an estimated $3.64K and bringing the position to 709 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #352.

Chesley Taft & Associates first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Chesley Taft & Associates held 709 shares of Travelers Companies worth $234K as of Q2 2026.
  • Chesley Taft & Associates bought 12 Travelers Companies shares in Q2 2026, an estimated $3.64K.
  • Travelers Companies made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #352 holding.
  • Chesley Taft & Associates first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.