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Forum Financial Management’s Travelers Companies TRV Stock Holding History

Forum Financial 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
2022
Q1 		– Sell
-4,291
Closed -$671K – 676
2021
Q4 		$671K Buy
+4,291
New +$670K 0.03% 184

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

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

Forum Financial Management held its Travelers Companies (TRV) position steady in Q2 2026 at 1,334 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #225.

Forum Financial Management first reported a position in TRV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2025. 614 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Forum Financial Management held 1,334 shares of Travelers Companies worth $440K as of Q2 2026.
  • Forum Financial Management left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #225 holding.
  • Forum Financial Management first reported a position in Travelers Companies in Q2 2022 and has held it in 17 quarters since.
  • Forum Financial Management's Travelers Companies position peaked at $1.34M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.