FMP
TRV icon

Financial Management Professionals’s Travelers Companies TRV Stock Holding History

Financial Management Professionals’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 		$28.7K Hold
87
– – ﹤0.01% 373
2026
Q1 		$25.4K Hold
87
– – ﹤0.01% 348
2025
Q4 		$25.2K Buy
87
+2
+2% +$563 ﹤0.01% 353
2025
Q3 		$23.7K Buy
85
+3
+4% +$803 ﹤0.01% 371
2025
Q2 		$21.9K Buy
82
+6
+8% +$1.58K ﹤0.01% 396
2025
Q1 		$20.1K Buy
76
+11
+17% +$2.74K ﹤0.01% 422
2024
Q4 		$15.7K Sell
65
-8
-11% -$2K ﹤0.01% 445
2024
Q3 		$17K Buy
73
+10
+16% +$2.21K ﹤0.01% 446
2024
Q2 		$13K Buy
63
+2
+3% +$430 ﹤0.01% 458
2024
Q1 		$14K Hold
61
– – ﹤0.01% 491
2023
Q4 		$12K Buy
61
+4
+7% +$693 ﹤0.01% 510
2023
Q3 		$9K Buy
57
+2
+4% +$334 ﹤0.01% 513
2023
Q2 		$10K Buy
55
+5
+10% +$882 ﹤0.01% 542
2023
Q1 		$9K Buy
50
+17
+52% +$3.09K ﹤0.01% 592
2022
Q4 		$6K Buy
33
+6
+22% +$1.08K ﹤0.01% 606
2022
Q3 		$4K Sell
27
-13
-33% -$2.11K ﹤0.01% 650
2022
Q2 		$7K Sell
40
-54
-57% -$9.39K ﹤0.01% 574
2022
Q1 		$17K Buy
94
+41
+77% +$7.03K ﹤0.01% 401
2021
Q4 		$8K Hold
53
– – ﹤0.01% 526
2021
Q3 		$8K Buy
53
+2
+4% +$310 ﹤0.01% 525
2021
Q2 		$8K Buy
51
+43
+538% +$6.67K ﹤0.01% 443
2021
Q1 		$1K Hold
8
– – ﹤0.01% 642
2020
Q4 		$1K Hold
8
– – ﹤0.01% 613
2020
Q3 		$1K Buy
+8
New +$917 ﹤0.01% 584
2017
Q1 		– Sell
-90
Closed -$11K – 312
2016
Q4 		$11K Buy
+90
New +$10.3K 0.01% 156

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

Financial Management Professionals's TRV Position: Q2 2026 in Review

Financial Management Professionals held its Travelers Companies (TRV) position steady in Q2 2026 at 87 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Financial Management Professionals first reported a position in TRV in Q4 2016 and has held it in 25 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Financial Management Professionals held 87 shares of Travelers Companies worth $28.7K as of Q2 2026.
  • Financial Management Professionals left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #373 holding.
  • Financial Management Professionals first reported a position in Travelers Companies in Q4 2016 and has held it in 25 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.