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Key Capital Management’s Travelers Companies TRV Stock Holding History

Key Capital 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 		$26.1K Sell
79
-1
-1% -$303 0.01% 226
2026
Q1 		$23.3K Hold
80
– – 0.02% 222
2025
Q4 		$23.2K Buy
+80
New +$22.5K 0.02% 207

Other funds holding TRV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Key Capital Management's TRV Position: Q2 2026 in Review

Key Capital Management reduced its Travelers Companies (TRV) stake by 1.3% in Q2 2026, selling an estimated $303 and leaving 79 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #226.

Key Capital Management first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,088 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Key Capital Management held 79 shares of Travelers Companies worth $26.1K as of Q2 2026.
  • Key Capital Management sold 1 Travelers Companies share in Q2 2026, an estimated $303.
  • Travelers Companies made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #226 holding.
  • Key Capital Management first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.