Global View Capital Management’s Travelers Companies TRV Stock Holding History

Global View Capital 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	–	Sell	-801	Closed	-$234K	–	169
2026 Q1	$234K	Sell	801 -722	-47%	-$212K	0.06%	129
2025 Q4	$442K	Sell	1,523 -38	-2%	-$10.7K	0.08%	86
2025 Q3	$436K	Buy	1,561 +240	+18%	+$64.3K	0.09%	87
2025 Q2	$353K	Sell	1,321 -120	-8%	-$31.6K	0.11%	83
2025 Q1	$381K	Sell	1,441 -193	-12%	-$48.1K	0.14%	77
2024 Q4	$394K	Buy	+1,634	New	+$408K	0.14%	87

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Global View Capital Management's TRV Position: Q2 2026 in Review

Global View Capital Management sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 801 shares — an estimated $234K sold.

Global View Capital Management first reported a position in TRV in Q4 2024 and held it in 6 quarters. The position peaked at $442K in Q4 2025. 683 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Global View Capital Management reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Global View Capital Management sold 801 Travelers Companies shares in Q2 2026, an estimated $234K.
Global View Capital Management first reported a position in Travelers Companies in Q4 2024 and held it in 6 quarters.
Global View Capital Management's Travelers Companies position peaked at $442K in Q4 2025.
683 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.