FFO
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Fortitude Family Office’s Travelers Companies TRV Stock Holding History

Fortitude Family Office’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 		$83.5K Buy
253
+15
+6% +$4.55K 0.02% 199
2026
Q1 		$69.4K Buy
238
+97
+69% +$28.4K 0.02% 193
2025
Q4 		$40.9K Sell
141
-4
-3% -$1.13K 0.01% 268
2025
Q3 		$40.5K Buy
145
+4
+3% +$1.07K 0.01% 269
2025
Q2 		$37.7K Sell
141
-4
-3% -$1.05K 0.01% 281
2025
Q1 		$38.3K Hold
145
– – 0.01% 271
2024
Q4 		$34.9K Buy
145
+9
+7% +$2.25K 0.01% 338
2024
Q3 		$31.8K Buy
136
+24
+21% +$5.29K 0.01% 320
2024
Q2 		$22.8K Hold
112
– – 0.01% 283
2024
Q1 		$25.8K Hold
112
– – 0.02% 239
2023
Q4 		$21.3K Buy
+112
New +$19.4K 0.02% 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

Fortitude Family Office's TRV Position: Q2 2026 in Review

Fortitude Family Office increased its Travelers Companies (TRV) stake by 6.3% in Q2 2026, buying an estimated $4.55K and bringing the position to 253 shares worth $83.5K. The position accounts for 0.02% of the portfolio, ranked #199.

Fortitude Family Office first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Fortitude Family Office held 253 shares of Travelers Companies worth $83.5K as of Q2 2026.
  • Fortitude Family Office bought 15 Travelers Companies shares in Q2 2026, an estimated $4.55K.
  • Travelers Companies made up 0.02% of Fortitude Family Office's portfolio in Q2 2026, its #199 holding.
  • Fortitude Family Office first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.