Gerber Kawasaki Wealth & Investment Management’s Travelers Companies TRV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026 Q2	$323K	Buy	978 +9	+0.9%	+$2.73K	0.01%	287
2026 Q1	$283K	Buy	969 +13	+1%	+$3.81K	0.01%	292
2025 Q4	$277K	Buy	956 +22	+2%	+$6.19K	0.01%	294
2025 Q3	$261K	Buy	934 +19	+2%	+$5.09K	0.01%	286
2025 Q2	$245K	Sell	915 -155	-14%	-$40.9K	0.01%	281
2025 Q1	$283K	Buy	+1,070	New	+$267K	0.01%	254
2021 Q4	–	Sell	-89	Closed	-$13K	–	1036
2021 Q3	$13K	Buy	+89	New	+$13.8K	﹤0.01%	591

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TRV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Travelers Companies (TRV) stake by 0.93% in Q2 2026, buying an estimated $2.73K and bringing the position to 978 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #287.

Gerber Kawasaki Wealth & Investment Management first reported a position in TRV in Q3 2021 and has held it in 7 quarters since. 1,173 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 978 shares of Travelers Companies worth $323K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 9 Travelers Companies shares in Q2 2026, an estimated $2.73K.
Travelers Companies made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #287 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Travelers Companies in Q3 2021 and has held it in 7 quarters since.
1,173 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.