HighTower 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
2024
Q3
– Sell
-1,400
Closed -$1.16K – 3984
2024
Q2
$1.16K Buy
+1,400
New +$301K ﹤0.01% 3558

Other funds holding TRV

HighTower Advisors's TRV Position: Q2 2026 in Review

HighTower Advisors reduced its Travelers Companies (TRV) stake by 15% in Q2 2026, selling an estimated $6.57M and leaving 122,227 shares worth $40.3M. The position accounts for 0.04% of the portfolio, ranked #432.

HighTower Advisors first reported a position in TRV in Q2 2013 and has held it in 37 quarters since. The position peaked at $50.9M in Q4 2025. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • HighTower Advisors held 122,227 shares of Travelers Companies worth $40.3M as of Q2 2026.
  • HighTower Advisors sold 21,687 Travelers Companies shares in Q2 2026, an estimated $6.57M.
  • Travelers Companies made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #432 holding.
  • HighTower Advisors first reported a position in Travelers Companies in Q2 2013 and has held it in 37 quarters since.
  • HighTower Advisors's Travelers Companies position peaked at $50.9M in Q4 2025.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.