Graves Light Lenhart Wealth’s Travelers Companies TRV Stock Holding History

Graves Light Lenhart Wealth’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	$220K	Buy	+666	New	+$202K	0.02%	192
2022 Q3	–	Sell	-732	Closed	-$124K	–	561
2022 Q2	$124K	Sell	732 -83	-10%	-$14.4K	0.02%	214
2022 Q1	$149K	Hold	815	–	–	0.02%	204
2021 Q4	$127K	Hold	815	–	–	0.02%	256
2021 Q3	$124K	Hold	815	–	–	0.02%	246
2021 Q2	$122K	Hold	815	–	–	0.02%	243
2021 Q1	$123K	Hold	815	–	–	0.02%	241
2020 Q4	$114K	Buy	+815	New	+$105K	0.02%	240
2019 Q3	–	Sell	-2,471	Closed	-$369K	–	185
2019 Q2	$369K	Hold	2,471	–	–	0.09%	110
2019 Q1	$339K	Sell	2,471 -411	-14%	-$52.6K	0.09%	103
2018 Q4	$345K	Buy	+2,882	New	+$361K	0.1%	98

Other funds holding TRV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Graves Light Lenhart Wealth's TRV Position: Q2 2026 in Review

Graves Light Lenhart Wealth opened a new position in Travelers Companies (TRV) in Q2 2026: 666 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Graves Light Lenhart Wealth previously reported a position in TRV as recently as Q2 2022.

Graves Light Lenhart Wealth first reported a position in TRV in Q4 2018 and has held it in 11 quarters since. The position peaked at $369K in Q2 2019. 287 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Graves Light Lenhart Wealth held 666 shares of Travelers Companies worth $220K as of Q2 2026.
Travelers Companies was a new Graves Light Lenhart Wealth position in Q2 2026.
Travelers Companies made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #192 holding.
Graves Light Lenhart Wealth first reported a position in Travelers Companies in Q4 2018 and has held it in 11 quarters since.
Graves Light Lenhart Wealth's Travelers Companies position peaked at $369K in Q2 2019.
287 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.