Klingman & Associates’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228K Buy
+691
New +$209K 0.01% 317
2015
Q3
– Sell
-94
Closed -$9K – 445
2015
Q2
$9K Buy
+94
New +$9.63K ﹤0.01% 318

Other funds holding TRV

Klingman & Associates's TRV Position: Q2 2026 in Review

Klingman & Associates opened a new position in Travelers Companies (TRV) in Q2 2026: 691 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in TRV as recently as Q2 2015.

Klingman & Associates first reported a position in TRV in Q2 2015 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Klingman & Associates held 691 shares of Travelers Companies worth $228K as of Q2 2026.
  • Travelers Companies was a new Klingman & Associates position in Q2 2026.
  • Travelers Companies made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #317 holding.
  • Klingman & Associates first reported a position in Travelers Companies in Q2 2015 and has held it in 2 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.