Legal Advantage Investments’s Travelers Companies TRV Stock Holding History

Legal Advantage Investments’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	–	Sell	-1,252	Closed	-$365K	–	85
2026 Q1	$365K	Sell	1,252 -126	-9%	-$36.9K	0.19%	69
2025 Q4	$400K	Sell	1,378 -1	-0.1%	-$281	0.19%	76
2025 Q3	$385K	Hold	1,379	–	–	0.17%	77
2025 Q2	$369K	Hold	1,379	–	–	0.17%	81
2025 Q1	$365K	Hold	1,379	–	–	0.2%	81
2024 Q4	$332K	Buy	1,379 +379	+38%	+$94.6K	0.18%	89
2024 Q3	$234K	Hold	1,000	–	–	0.13%	92
2024 Q2	$203K	Hold	1,000	–	–	0.12%	93
2024 Q1	$230K	Buy	+1,000	New	+$214K	0.13%	98

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal Advantage Investments's TRV Position: Q2 2026 in Review

Legal Advantage Investments sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 1,252 shares — an estimated $365K sold.

Legal Advantage Investments first reported a position in TRV in Q1 2024 and held it in 9 quarters. The position peaked at $400K in Q4 2025. 861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Legal Advantage Investments reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Legal Advantage Investments sold 1,252 Travelers Companies shares in Q2 2026, an estimated $365K.
Legal Advantage Investments first reported a position in Travelers Companies in Q1 2024 and held it in 9 quarters.
Legal Advantage Investments's Travelers Companies position peaked at $400K in Q4 2025.
861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.