EWM
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Elmwood Wealth Management’s Travelers Companies TRV Stock Holding History

Elmwood 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 		$1.71M Sell
5,170
-10
-0.2% -$3.03K 0.43% 61
2026
Q1 		$1.51M Sell
5,180
-228
-4% -$66.8K 0.42% 59
2025
Q4 		$1.57M Sell
5,408
-20
-0.4% -$5.63K 0.5% 58
2025
Q3 		$1.52M Sell
5,428
-35
-0.6% -$9.37K 0.54% 58
2025
Q2 		$1.46M Hold
5,463
– – 0.58% 59
2025
Q1 		$1.44M Sell
5,463
-329
-6% -$82K 0.59% 57
2024
Q4 		$1.4M Buy
5,792
+9
+0.2% +$2.25K 0.56% 61
2024
Q3 		$1.35M Sell
5,783
-33
-0.6% -$7.28K 0.56% 64
2024
Q2 		$1.18M Sell
5,816
-100
-2% -$21.5K 0.53% 68
2024
Q1 		$1.36M Buy
5,916
+1,518
+35% +$324K 0.58% 64
2023
Q4 		$838K Sell
4,398
-1,559
-26% -$270K 0.59% 52
2023
Q3 		$973K Buy
5,957
+16
+0.3% +$2.67K 0.47% 70
2023
Q2 		$1.03M Sell
5,941
-177
-3% -$31.2K 0.48% 70
2023
Q1 		$1.05M Sell
6,118
-21
-0.3% -$3.82K 0.5% 69
2022
Q4 		$1.15M Hold
6,139
– – 0.57% 60
2022
Q3 		$940K Buy
6,139
+105
+2% +$17.1K 0.47% 65
2022
Q2 		$1.02M Sell
6,034
-110
-2% -$19.1K 0.58% 64
2022
Q1 		$1.12M Hold
6,144
– – 0.58% 65
2021
Q4 		$961K Buy
+6,144
New +$960K 0.46% 70
2021
Q2 		$942K Hold
6,294
– – 0.5% 68
2021
Q1 		$947K Buy
+6,294
New +$925K 0.58% 62
2020
Q3 		$750K Hold
6,579
– – 0.61% 59
2020
Q2 		$750K Sell
6,579
-264
-4% -$27.8K 0.61% 59
2020
Q1 		$950K Buy
6,843
+17
+0.2% +$2.11K 0.91% 41
2019
Q4 		$935K Sell
6,826
-12
-0.2% -$1.63K 0.81% 55
2019
Q3 		$1.02M Hold
6,838
– – 1.03% 39
2019
Q2 		$1.02M Sell
6,838
-25
-0.4% -$3.6K 0.9% 45
2019
Q1 		$941K Sell
6,863
-48
-0.7% -$6.14K 0.87% 45
2018
Q4 		$828K Sell
6,911
-185
-3% -$23.2K 0.8% 46
2018
Q3 		$920K Buy
7,096
+420
+6% +$54.2K 0.76% 49
2018
Q2 		$817K Sell
6,676
-167
-2% -$21.9K 0.74% 49
2018
Q1 		$950K Buy
+6,843
New +$956K 0.91% 41

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

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

Elmwood Wealth Management reduced its Travelers Companies (TRV) stake by 0.19% in Q2 2026, selling an estimated $3.03K and leaving 5,170 shares worth $1.71M. The position accounts for 0.43% of the portfolio, ranked #61.

Elmwood Wealth Management first reported a position in TRV in Q1 2018 and has held it in 32 quarters since. 565 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Elmwood Wealth Management held 5,170 shares of Travelers Companies worth $1.71M as of Q2 2026.
  • Elmwood Wealth Management sold 10 Travelers Companies shares in Q2 2026, an estimated $3.03K.
  • Travelers Companies made up 0.43% of Elmwood Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Elmwood Wealth Management first reported a position in Travelers Companies in Q1 2018 and has held it in 32 quarters since.
  • 565 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.