Lyell Wealth Management
TRV icon

Lyell Wealth Management’s Travelers Companies TRV Stock Holding History

Lyell Wealth 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
Q3 		$1.91M Buy
5,368
+52
+1% +$19K 0.11% 105
2026
Q2 		$1.75M Buy
5,316
+3,210
+152% +$973K 0.11% 104
2026
Q1 		$614K Buy
2,106
+809
+62% +$237K 0.05% 141
2025
Q4 		$376K Buy
1,297
+142
+12% +$40K 0.03% 164
2025
Q3 		$322K Hold
1,155
– – 0.02% 177
2025
Q2 		$309K Buy
+1,155
New +$304K 0.02% 176

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Lyell Wealth Management's TRV Position: Q3 2026 in Review

Lyell Wealth Management increased its Travelers Companies (TRV) stake by 0.98% in Q3 2026, buying an estimated $19K and bringing the position to 5,368 shares worth $1.91M. The position accounts for 0.11% of the portfolio, ranked #105.

Lyell Wealth Management first reported a position in TRV in Q2 2025 and has held it in 6 quarters since. 867 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Lyell Wealth Management held 5,368 shares of Travelers Companies worth $1.91M as of Q3 2026.
  • Lyell Wealth Management bought 52 Travelers Companies shares in Q3 2026, an estimated $19K.
  • Travelers Companies made up 0.11% of Lyell Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Lyell Wealth Management first reported a position in Travelers Companies in Q2 2025 and has held it in 6 quarters since.
  • 867 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.