EWM
TRV icon

Empirical Wealth Management’s Travelers Companies TRV Stock Holding History

Empirical 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 		$1.92M Sell
5,813
-334
-5% -$101K 0.03% 278
2026
Q1 		$1.79M Buy
6,147
+916
+18% +$268K 0.03% 264
2025
Q4 		$1.52M Sell
5,231
-776
-13% -$218K 0.03% 278
2025
Q3 		$1.68M Sell
6,007
-184
-3% -$49.3K 0.03% 263
2025
Q2 		$1.66M Sell
6,191
-389
-6% -$103K 0.04% 254
2025
Q1 		$1.74M Sell
6,580
-1,241
-16% -$309K 0.04% 230
2024
Q4 		$1.88M Sell
7,821
-555
-7% -$139K 0.05% 206
2024
Q3 		$1.96M Sell
8,376
-1,626
-16% -$358K 0.06% 195
2024
Q2 		$2.03M Sell
10,002
-3,415
-25% -$734K 0.06% 178
2024
Q1 		$3.09M Sell
13,417
-24,819
-65% -$5.3M 0.09% 138
2023
Q4 		$7.28M Buy
38,236
+2,232
+6% +$386K 0.24% 83
2023
Q3 		$5.88M Buy
36,004
+2,560
+8% +$428K 0.23% 88
2023
Q2 		$5.81M Buy
33,444
+3,074
+10% +$542K 0.23% 89
2023
Q1 		$5.21M Buy
30,370
+2,702
+10% +$491K 0.23% 81
2022
Q4 		$5.19M Buy
27,668
+881
+3% +$158K 0.24% 80
2022
Q3 		$4.1M Buy
26,787
+7,937
+42% +$1.29M 0.22% 84
2022
Q2 		$3.19M Buy
18,850
+17,109
+983% +$2.97M 0.17% 96
2022
Q1 		$318K Sell
1,741
-10
-0.6% -$1.71K 0.02% 398
2021
Q4 		$274K Buy
+1,751
New +$274K 0.01% 436
2021
Q3 		– Sell
-1,384
Closed -$207K – 481
2021
Q2 		$207K Buy
+1,384
New +$215K 0.01% 422
2020
Q3 		– Sell
-2,436
Closed -$278K – 362
2020
Q2 		$278K Buy
+2,436
New +$257K 0.03% 287

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

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

Empirical Wealth Management reduced its Travelers Companies (TRV) stake by 5.4% in Q2 2026, selling an estimated $101K and leaving 5,813 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #278.

Empirical Wealth Management first reported a position in TRV in Q2 2020 and has held it in 21 quarters since. The position peaked at $7.28M in Q4 2023. 565 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Empirical Wealth Management held 5,813 shares of Travelers Companies worth $1.92M as of Q2 2026.
  • Empirical Wealth Management sold 334 Travelers Companies shares in Q2 2026, an estimated $101K.
  • Travelers Companies made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Empirical Wealth Management first reported a position in Travelers Companies in Q2 2020 and has held it in 21 quarters since.
  • Empirical Wealth Management's Travelers Companies position peaked at $7.28M in Q4 2023.
  • 565 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.