Gladstone Institutional Advisory’s Travelers Companies TRV Stock Holding History

Gladstone Institutional Advisory’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	$299K	Buy	906 +14	+2%	+$4.24K	0.01%	741
2026 Q1	$260K	Sell	892 -68	-7%	-$19.9K	0.01%	724
2025 Q4	$279K	Sell	960 -52	-5%	-$14.6K	0.01%	660
2025 Q3	$283K	Buy	1,012 +146	+17%	+$39.1K	0.01%	666
2025 Q2	$232K	Sell	866 -8	-0.9%	-$2.11K	0.01%	670
2025 Q1	$231K	Buy	+874	New	+$218K	0.01%	649
2022 Q3	–	Sell	-3,892	Closed	-$658K	–	680
2022 Q2	$658K	Buy	+3,892	New	+$676K	0.05%	352

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

Gladstone Institutional Advisory's TRV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Travelers Companies (TRV) stake by 1.6% in Q2 2026, buying an estimated $4.24K and bringing the position to 906 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #741.

Gladstone Institutional Advisory first reported a position in TRV in Q2 2022 and has held it in 7 quarters since. The position peaked at $658K in Q2 2022. 632 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Gladstone Institutional Advisory held 906 shares of Travelers Companies worth $299K as of Q2 2026.
Gladstone Institutional Advisory bought 14 Travelers Companies shares in Q2 2026, an estimated $4.24K.
Travelers Companies made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #741 holding.
Gladstone Institutional Advisory first reported a position in Travelers Companies in Q2 2022 and has held it in 7 quarters since.
Gladstone Institutional Advisory's Travelers Companies position peaked at $658K in Q2 2022.
632 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.