GC Wealth Management RIA’s Travelers Companies TRV Stock Holding History

GC Wealth Management RIA’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	$891K	Sell	2,699 -143	-5%	-$43.3K	0.05%	246
2026 Q1	$829K	Sell	2,842 -179	-6%	-$52.4K	0.03%	265
2025 Q4	$876K	Sell	3,021 -2,081	-41%	-$586K	0.03%	250
2025 Q3	$1.42M	Buy	5,102 +3,284	+181%	+$879K	0.05%	264
2025 Q2	$486K	Buy	+1,818	New	+$479K	0.04%	330
2024 Q4	–	Sell	-2,999	Closed	-$702K	–	318
2024 Q3	$702K	Buy	+2,999	New	+$661K	0.12%	147

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

GC Wealth Management RIA's TRV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Travelers Companies (TRV) stake by 5% in Q2 2026, selling an estimated $43.3K and leaving 2,699 shares worth $891K. The position accounts for 0.05% of the portfolio, ranked #246.

GC Wealth Management RIA first reported a position in TRV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q3 2025. 609 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

GC Wealth Management RIA held 2,699 shares of Travelers Companies worth $891K as of Q2 2026.
GC Wealth Management RIA sold 143 Travelers Companies shares in Q2 2026, an estimated $43.3K.
Travelers Companies made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #246 holding.
GC Wealth Management RIA first reported a position in Travelers Companies in Q3 2024 and has held it in 6 quarters since.
GC Wealth Management RIA's Travelers Companies position peaked at $1.42M in Q3 2025.
609 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.