GI
TRV icon

GAMMA Investing’s Travelers Companies TRV Stock Holding History

GAMMA Investing’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
Q3 		$4.93M Buy
13,831
+569
+4% +$208K 0.17% 94
2026
Q2 		$4.38M Buy
13,262
+1,127
+9% +$342K 0.16% 94
2026
Q1 		$3.54M Buy
12,135
+1,250
+11% +$366K 0.17% 91
2025
Q4 		$3.16M Buy
10,885
+1,230
+13% +$346K 0.16% 94
2025
Q3 		$2.7M Buy
9,655
+442
+5% +$118K 0.15% 104
2025
Q2 		$2.46M Buy
9,213
+881
+11% +$232K 0.16% 106
2025
Q1 		$2.2M Buy
8,332
+1,277
+18% +$318K 0.17% 106
2024
Q4 		$1.7M Buy
7,055
+797
+13% +$199K 0.14% 122
2024
Q3 		$1.47M Buy
6,258
+1,332
+27% +$294K 0.15% 131
2024
Q2 		$1M Buy
4,926
+3,050
+163% +$656K 0.14% 132
2024
Q1 		$432K Buy
1,876
+422
+29% +$90.2K 0.09% 214
2023
Q4 		$307K Buy
+1,454
New +$252K 0.08% 222

Other funds holding TRV

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

GAMMA Investing's TRV Position: Q3 2026 in Review

GAMMA Investing increased its Travelers Companies (TRV) stake by 4.3% in Q3 2026, buying an estimated $208K and bringing the position to 13,831 shares worth $4.93M. The position accounts for 0.17% of the portfolio, ranked #94.

GAMMA Investing first reported a position in TRV in Q4 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • GAMMA Investing held 13,831 shares of Travelers Companies worth $4.93M as of Q3 2026.
  • GAMMA Investing bought 569 Travelers Companies shares in Q3 2026, an estimated $208K.
  • Travelers Companies made up 0.17% of GAMMA Investing's portfolio in Q3 2026, its #94 holding.
  • GAMMA Investing first reported a position in Travelers Companies in Q4 2023 and has held it in 12 quarters since.
  • 85 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.