JWM
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JGP Wealth Management’s Travelers Companies TRV Stock Holding History

JGP Wealth Management’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 		$250K Sell
757
-6
-0.8% -$1.82K 0.02% 209
2026
Q1 		$223K Hold
763
– – 0.02% 210
2025
Q4 		$221K Hold
763
– – 0.02% 222
2025
Q3 		$214K Buy
+763
New +$204K 0.02% 199

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JGP Wealth Management's TRV Position: Q2 2026 in Review

JGP Wealth Management reduced its Travelers Companies (TRV) stake by 0.79% in Q2 2026, selling an estimated $1.82K and leaving 757 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #209.

JGP Wealth Management first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • JGP Wealth Management held 757 shares of Travelers Companies worth $250K as of Q2 2026.
  • JGP Wealth Management sold 6 Travelers Companies shares in Q2 2026, an estimated $1.82K.
  • Travelers Companies made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #209 holding.
  • JGP Wealth Management first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.