LEA
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Legacy Edge Advisors’s Travelers Companies TRV Stock Holding History

Legacy Edge Advisors’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 		$267K Buy
999
+40
+4% +$12.1K 0.04% 177
2026
Q1 		$280K Sell
959
-10
-1% -$2.93K 0.03% 189
2025
Q4 		$281K Buy
+969
New +$273K 0.03% 188

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Legacy Edge Advisors's TRV Position: Q2 2026 in Review

Legacy Edge Advisors increased its Travelers Companies (TRV) stake by 4.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 999 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #177.

Legacy Edge Advisors first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 1,256 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Legacy Edge Advisors held 999 shares of Travelers Companies worth $267K as of Q2 2026.
  • Legacy Edge Advisors bought 40 Travelers Companies shares in Q2 2026, an estimated $12.1K.
  • Travelers Companies made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #177 holding.
  • Legacy Edge Advisors first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Travelers Companies position peaked at $281K in Q4 2025.
  • 1,256 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.