Halbert Hargrove Global Advisors
TRV icon

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

Halbert Hargrove Global Advisors’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
Q3 		– Sell
-5
Closed -$1.5K – 670
2026
Q2 		$1.5K Buy
+5
New +$1.52K ﹤0.01% 409
2025
Q4 		– Sell
-35
Closed -$9.8K – 713
2025
Q3 		$9.8K Buy
+35
New +$9.37K ﹤0.01% 335
2025
Q2 		– Sell
-4
Closed -$1.04K – 622
2025
Q1 		$1.04K Buy
+4
New +$997 ﹤0.01% 444

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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Halbert Hargrove Global Advisors's TRV Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Travelers Companies (TRV) in Q3 2026, closing a stake of 5 shares — an estimated $1.5K sold.

Halbert Hargrove Global Advisors first reported a position in TRV in Q1 2025 and held it in 3 quarters. The position peaked at $9.8K in Q3 2025. 1,089 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Travelers Companies position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5 Travelers Companies shares in Q3 2026, an estimated $1.5K.
  • Halbert Hargrove Global Advisors first reported a position in Travelers Companies in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Travelers Companies position peaked at $9.8K in Q3 2025.
  • 1,089 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.