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Crumly & Associates’s Travelers Companies TRV Stock Holding History

Crumly & 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 		– Sell
-1,082
Closed -$316K – 216
2026
Q1 		$316K Buy
1,082
+4
+0.4% +$1.17K 0.07% 148
2025
Q4 		$313K Buy
1,078
+4
+0.4% +$1.13K 0.07% 148
2025
Q3 		$300K Buy
+1,074
New +$288K 0.07% 149

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

Crumly & Associates's TRV Position: Q2 2026 in Review

Crumly & Associates sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 1,082 shares — an estimated $316K sold.

Crumly & Associates first reported a position in TRV in Q3 2025 and held it in 3 quarters. The position peaked at $316K in Q1 2026. 599 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Crumly & Associates reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 1,082 Travelers Companies shares in Q2 2026, an estimated $316K.
  • Crumly & Associates first reported a position in Travelers Companies in Q3 2025 and held it in 3 quarters.
  • Crumly & Associates's Travelers Companies position peaked at $316K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

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