Golden State Wealth Management’s Travelers Companies TRV Stock Holding History

Golden State Wealth 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	$171K	Buy	518 +66	+15%	+$20K	0.02%	443
2026 Q1	$132K	Buy	452 +52	+13%	+$15.2K	0.01%	454
2025 Q4	$116K	Sell	400 -27	-6%	-$7.6K	0.01%	491
2025 Q3	$119K	Buy	427 +308	+259%	+$82.5K	0.01%	471
2025 Q2	$31.8K	Buy	119 +88	+284%	+$23.2K	﹤0.01%	754
2025 Q1	$8.2K	Buy	31 +7	+29%	+$1.74K	﹤0.01%	1055
2024 Q4	$5.78K	Buy	+24	New	+$5.99K	﹤0.01%	1085
2022 Q1	–	Sell	-1,581	Closed	-$247K	–	365
2021 Q4	$247K	Buy	+1,581	New	+$247K	0.04%	324
2021 Q1	–	Sell	-1,560	Closed	-$219K	–	239
2020 Q4	$219K	Buy	+1,560	New	+$200K	0.06%	221
2020 Q2	–	Sell	-14	Closed	-$1.48K	–	845
2020 Q1	$1K	Buy	+14	New	+$1.74K	﹤0.01%	944
2019 Q4	–	Sell	-418	Closed	-$62K	–	858
2019 Q3	$62K	Buy	418 +11	+3%	+$1.64K	0.02%	382
2019 Q2	$60K	Hold	407	–	–	0.02%	414
2019 Q1	$56K	Buy	+407	New	+$52.1K	0.02%	414

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Golden State Wealth Management's TRV Position: Q2 2026 in Review

Golden State Wealth Management increased its Travelers Companies (TRV) stake by 15% in Q2 2026, buying an estimated $20K and bringing the position to 518 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #443.

Golden State Wealth Management first reported a position in TRV in Q1 2019 and has held it in 13 quarters since. The position peaked at $247K in Q4 2021. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Golden State Wealth Management held 518 shares of Travelers Companies worth $171K as of Q2 2026.
Golden State Wealth Management bought 66 Travelers Companies shares in Q2 2026, an estimated $20K.
Travelers Companies made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #443 holding.
Golden State Wealth Management first reported a position in Travelers Companies in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Travelers Companies position peaked at $247K in Q4 2021.
563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.