Crewe Advisors’s Travelers Companies TRV Stock Holding History

Crewe Advisors’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	$139K	Buy	422 +38	+10%	+$11.5K	0.01%	282
2026 Q1	$112K	Buy	384 +10	+3%	+$2.93K	0.01%	277
2025 Q4	$108K	Buy	374 +7	+2%	+$1.97K	0.01%	274
2025 Q3	$102K	Buy	367 +57	+18%	+$15.3K	0.01%	289
2025 Q2	$82.9K	Buy	310 +45	+17%	+$11.9K	0.01%	238
2025 Q1	$70.1K	Buy	265 +1	+0.4%	+$249	0.01%	240
2024 Q4	$63.6K	Sell	264 -74	-22%	-$18.5K	0.01%	259
2024 Q3	$79.1K	Sell	338 -16	-5%	-$3.53K	0.01%	252
2024 Q2	$72K	Sell	354 -2	-0.6%	-$430	0.01%	313
2024 Q1	$81.9K	Buy	+356	New	+$76.1K	0.01%	303
2023 Q3	–	Sell	-259	Closed	-$45K	–	886
2023 Q2	$45K	Buy	259 +2	+0.8%	+$353	0.01%	278
2023 Q1	$44.1K	Hold	257	–	–	0.01%	323
2022 Q4	$48.2K	Sell	257 -84	-25%	-$15.1K	0.01%	307
2022 Q3	$52K	Buy	341 +42	+14%	+$6.83K	0.01%	316
2022 Q2	$51K	Buy	299 +42	+16%	+$7.3K	0.01%	294
2022 Q1	$47K	Hold	257	–	–	0.01%	232
2021 Q4	$40K	Hold	257	–	–	0.01%	209
2021 Q3	$39K	Hold	257	–	–	0.01%	168
2021 Q2	$38K	Hold	257	–	–	0.01%	172
2021 Q1	$39K	Hold	257	–	–	0.01%	164
2020 Q4	$36K	Sell	257 -24	-9%	-$3.08K	0.01%	156
2020 Q3	$30K	Buy	281 +24	+9%	+$2.75K	0.01%	159
2020 Q2	$29K	Hold	257	–	–	0.01%	127
2020 Q1	$26K	Sell	257 -325	-56%	-$40.4K	0.02%	115
2019 Q4	$80K	Hold	582	–	–	0.04%	89
2019 Q3	$87K	Sell	582 -14	-2%	-$2.08K	0.04%	89
2019 Q2	$89K	Buy	596 +14	+2%	+$2.02K	0.03%	116
2019 Q1	$80K	Hold	582	–	–	0.03%	101
2018 Q4	$70K	Hold	582	–	–	0.02%	96
2018 Q3	$75K	Hold	582	–	–	0.06%	97
2018 Q2	$71K	Hold	582	–	–	0.07%	96
2018 Q1	$81K	Hold	582	–	–	0.08%	85
2017 Q4	$79K	Buy	+582	New	+$76.8K	0.08%	94

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Crewe Advisors's TRV Position: Q2 2026 in Review

Crewe Advisors increased its Travelers Companies (TRV) stake by 9.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 422 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #282.

Crewe Advisors first reported a position in TRV in Q4 2017 and has held it in 33 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Crewe Advisors held 422 shares of Travelers Companies worth $139K as of Q2 2026.
Crewe Advisors bought 38 Travelers Companies shares in Q2 2026, an estimated $11.5K.
Travelers Companies made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #282 holding.
Crewe Advisors first reported a position in Travelers Companies in Q4 2017 and has held it in 33 quarters since.
563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.