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Emerald Advisors’s Travelers Companies TRV Stock Holding History

Emerald 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 		$251K Sell
760
-15
-2% -$4.55K 0.03% 116
2026
Q1 		$226K Hold
775
– – 0.03% 110
2025
Q4 		$225K Hold
775
– – 0.03% 100
2025
Q3 		$216K Hold
775
– – 0.03% 96
2025
Q2 		$207K Hold
775
– – 0.03% 98
2025
Q1 		$205K Buy
+775
New +$193K 0.03% 94
2024
Q4 		– Sell
-775
Closed -$206K – 96
2024
Q3 		$206K Buy
+775
New +$171K 0.03% 89

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Emerald Advisors's TRV Position: Q2 2026 in Review

Emerald Advisors reduced its Travelers Companies (TRV) stake by 1.9% in Q2 2026, selling an estimated $4.55K and leaving 760 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #116.

Emerald Advisors first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Emerald Advisors held 760 shares of Travelers Companies worth $251K as of Q2 2026.
  • Emerald Advisors sold 15 Travelers Companies shares in Q2 2026, an estimated $4.55K.
  • Travelers Companies made up 0.03% of Emerald Advisors's portfolio in Q2 2026, its #116 holding.
  • Emerald Advisors first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • 632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.