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Hamel Associates’s Travelers Companies TRV Stock Holding History

Hamel Associates’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 		$818K Buy
2,478
+164
+7% +$49.7K 0.23% 59
2026
Q1 		$675K Buy
2,314
+550
+31% +$161K 0.19% 59
2025
Q4 		$512K Buy
1,764
+269
+18% +$75.7K 0.15% 60
2025
Q3 		$417K Buy
+1,495
New +$400K 0.13% 60

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Hamel Associates's TRV Position: Q2 2026 in Review

Hamel Associates increased its Travelers Companies (TRV) stake by 7.1% in Q2 2026, buying an estimated $49.7K and bringing the position to 2,478 shares worth $818K. The position accounts for 0.23% of the portfolio, ranked #59.

Hamel Associates first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 869 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Hamel Associates held 2,478 shares of Travelers Companies worth $818K as of Q2 2026.
  • Hamel Associates bought 164 Travelers Companies shares in Q2 2026, an estimated $49.7K.
  • Travelers Companies made up 0.23% of Hamel Associates's portfolio in Q2 2026, its #59 holding.
  • Hamel Associates first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 869 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.