Loring Wolcott & Coolidge Fiduciary Advisors’s Travelers Companies TRV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$241K	Hold	730	–	–	﹤0.01%	306
2026 Q1	$217K	Buy	730 +30	+4%	+$8.79K	﹤0.01%	308
2025 Q4	$197K	Hold	700	–	–	﹤0.01%	311
2025 Q3	$188K	Hold	700	–	–	﹤0.01%	320
2025 Q2	$187K	Hold	700	–	–	﹤0.01%	288
2025 Q1	$181K	Hold	700	–	–	﹤0.01%	277
2024 Q4	$176K	Hold	700	–	–	﹤0.01%	295
2024 Q3	$179K	Hold	700	–	–	﹤0.01%	289
2024 Q2	$152K	Hold	700	–	–	﹤0.01%	298
2024 Q1	$150K	Hold	700	–	–	﹤0.01%	298
2023 Q4	$148K	Hold	700	–	–	﹤0.01%	307
2023 Q3	$118K	Sell	700 -25	-3%	-$4.17K	﹤0.01%	336
2023 Q2	$126K	Buy	725 +25	+4%	+$4.41K	﹤0.01%	343
2023 Q1	$120K	Sell	700 -143	-17%	-$26K	﹤0.01%	329
2022 Q4	$158K	Hold	843	–	–	﹤0.01%	297
2022 Q3	$129K	Hold	843	–	–	﹤0.01%	322
2022 Q2	$143K	Buy	843 +143	+20%	+$24.9K	﹤0.01%	322
2022 Q1	$128K	Hold	700	–	–	﹤0.01%	351
2021 Q4	$110K	Hold	700	–	–	﹤0.01%	378
2021 Q3	$106K	Hold	700	–	–	﹤0.01%	380
2021 Q2	$105K	Buy	+700	New	+$109K	﹤0.01%	393
2021 Q1	–	Sell	-739	Closed	-$104K	–	674
2020 Q4	$104K	Buy	+739	New	+$94.9K	﹤0.01%	348
2020 Q1	–	Sell	-215	Closed	-$29K	–	710
2019 Q4	$29K	Hold	215	–	–	﹤0.01%	486
2019 Q3	$32K	Sell	215 -120	-36%	-$17.8K	﹤0.01%	464
2019 Q2	$50K	Buy	335 +215	+179%	+$31K	﹤0.01%	407
2019 Q1	$16K	Sell	120 -86	-42%	-$11K	﹤0.01%	535
2018 Q4	$25K	Buy	206 +105	+104%	+$13.1K	﹤0.01%	483
2018 Q3	$13K	Hold	101	–	–	﹤0.01%	525
2018 Q2	$12K	Hold	101	–	–	﹤0.01%	538
2018 Q1	$14K	Hold	101	–	–	﹤0.01%	564
2017 Q4	$14K	Hold	101	–	–	﹤0.01%	549
2017 Q3	$12K	Buy	101 +15	+17%	+$1.87K	﹤0.01%	549
2017 Q2	$11K	Hold	86	–	–	﹤0.01%	541
2017 Q1	$10K	Hold	86	–	–	﹤0.01%	550
2016 Q4	$11K	Sell	86 -155	-64%	-$17.7K	﹤0.01%	527
2016 Q3	$28K	Hold	241	–	–	﹤0.01%	449
2016 Q2	$29K	Hold	241	–	–	﹤0.01%	454
2016 Q1	$28K	Hold	241	–	–	﹤0.01%	458
2015 Q4	$27K	Buy	241 +86	+55%	+$9.55K	﹤0.01%	487
2015 Q3	$15K	Hold	155	–	–	﹤0.01%	515
2015 Q2	$15K	Hold	155	–	–	﹤0.01%	515
2015 Q1	$17K	Hold	155	–	–	﹤0.01%	519
2014 Q4	$16K	Sell	155 -15	-9%	-$1.51K	﹤0.01%	520
2014 Q3	$16K	Hold	170	–	–	﹤0.01%	493
2014 Q2	$16K	Sell	170 -572	-77%	-$52.2K	﹤0.01%	525
2014 Q1	$63K	Buy	742 +572	+336%	+$48.1K	﹤0.01%	393
2013 Q4	$15K	Buy	+170	New	+$14.9K	﹤0.01%	499

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TRV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Travelers Companies (TRV) position steady in Q2 2026 at 730 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TRV in Q4 2013 and has held it in 47 quarters since. 1,173 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 730 shares of Travelers Companies worth $241K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #306 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Travelers Companies in Q4 2013 and has held it in 47 quarters since.
1,173 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.