Halbert Hargrove Global Advisors’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.5K Buy
+5
New +$1.51K ﹤0.01% 409
2025
Q4
Sell
-35
Closed -$9.77K 713
2025
Q3
$9.77K Buy
+35
New +$9.37K ﹤0.01% 335
2025
Q2
Sell
-4
Closed -$1.03K 622
2025
Q1
$1.03K Buy
+4
New +$997 ﹤0.01% 444

Other funds holding TRV

Halbert Hargrove Global Advisors's TRV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Travelers Companies (TRV) in Q2 2026: 5 shares worth $1.5K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in TRV as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in TRV in Q1 2025 and has held it in 3 quarters since. The position peaked at $9.77K in Q3 2025. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5 shares of Travelers Companies worth $1.5K as of Q2 2026.
  • Travelers Companies was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #409 holding.
  • Halbert Hargrove Global Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Travelers Companies position peaked at $9.77K in Q3 2025.
  • 1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.