MPWT
TRV icon

MassMutual Private Wealth & Trust’s Travelers Companies TRV Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.9M Sell
5,762
-2
-0% -$606 0.05% 198
2026
Q1 		$1.68M Sell
5,764
-53
-0.9% -$15.5K 0.05% 207
2025
Q4 		$1.69M Sell
5,817
-60
-1% -$16.9K 0.04% 206
2025
Q3 		$1.64M Buy
5,877
+4,212
+253% +$1.13M 0.04% 211
2025
Q2 		$445K Buy
1,665
+402
+32% +$106K 0.01% 331
2025
Q1 		$334K Buy
1,263
+100
+9% +$24.9K 0.01% 363
2024
Q4 		$280K Buy
1,163
+601
+107% +$150K 0.01% 399
2024
Q3 		$132K Sell
562
-94
-14% -$20.7K ﹤0.01% 473
2024
Q2 		$133K Buy
656
+95
+17% +$20.4K ﹤0.01% 456
2024
Q1 		$129K Buy
561
+50
+10% +$10.7K ﹤0.01% 439
2023
Q4 		$97.3K Buy
511
+259
+103% +$44.8K ﹤0.01% 472
2023
Q3 		$41.2K Sell
252
-158
-39% -$26.4K ﹤0.01% 639
2023
Q2 		$71.2K Buy
410
+176
+75% +$31K ﹤0.01% 487
2023
Q1 		$40.1K Buy
234
+14
+6% +$2.55K ﹤0.01% 566
2022
Q4 		$41K Buy
220
+37
+20% +$6.66K ﹤0.01% 508
2022
Q3 		$28K Buy
183
+67
+58% +$10.9K ﹤0.01% 535
2022
Q2 		$20K Buy
116
+33
+40% +$5.74K ﹤0.01% 577
2022
Q1 		$15K Buy
83
+26
+46% +$4.46K ﹤0.01% 663
2021
Q4 		$9K Buy
57
+9
+19% +$1.41K ﹤0.01% 756
2021
Q3 		$7K Sell
48
-7
-13% -$1.08K ﹤0.01% 806
2021
Q2 		$8K Buy
55
+37
+206% +$5.74K ﹤0.01% 733
2021
Q1 		$3K Buy
18
+11
+157% +$1.62K ﹤0.01% 823
2020
Q4 		$1K Sell
7
-123
-95% -$15.8K ﹤0.01% 864
2020
Q3 		$14K Buy
+130
New +$14.9K ﹤0.01% 545
2020
Q2 		– Sell
-80
Closed -$8K – 809
2020
Q1 		$8K Sell
80
-284
-78% -$35.3K ﹤0.01% 547
2019
Q4 		$50K Sell
364
-6
-2% -$817 ﹤0.01% 430
2019
Q3 		$55K Buy
370
+108
+41% +$16.1K ﹤0.01% 416
2019
Q2 		$39K Hold
262
– – ﹤0.01% 446
2019
Q1 		$35.9K Sell
262
-148
-36% -$18.9K ﹤0.01% 457
2018
Q4 		$49.1K Sell
410
-39
-9% -$4.88K ﹤0.01% 414
2018
Q3 		$58.2K Buy
449
+267
+147% +$34.5K ﹤0.01% 410
2018
Q2 		$22.3K Buy
182
+33
+22% +$4.32K ﹤0.01% 487
2018
Q1 		$20.7K Sell
149
-315
-68% -$44K ﹤0.01% 499
2017
Q4 		$62.9K Buy
464
+311
+203% +$41K 0.01% 423
2017
Q3 		$18.7K Buy
153
+40
+35% +$5K ﹤0.01% 663
2017
Q2 		$14.3K Buy
113
+31
+38% +$3.82K ﹤0.01% 668
2017
Q1 		$9.88K Hold
82
– – ﹤0.01% 707
2016
Q4 		$10K Buy
+82
New +$9.36K ﹤0.01% 478
2016
Q2 		$43K Sell
361
-150
-29% -$17K 0.01% 412
2016
Q1 		$59.6K Sell
511
-265
-34% -$28.9K 0.01% 359
2015
Q4 		$87.6K Buy
776
+415
+115% +$46.1K 0.01% 336
2015
Q3 		$33.9K Buy
361
+11
+3% +$1.13K 0.01% 408
2015
Q2 		$32.9K Sell
350
-222
-39% -$22.7K 0.01% 390
2015
Q1 		$61.9K Buy
572
+39
+7% +$4.17K 0.01% 350
2014
Q4 		$56.4K Buy
533
+172
+48% +$17.4K 0.02% 249
2014
Q3 		$33.9K Buy
361
+11
+3% +$1.03K 0.01% 401
2014
Q2 		$32.9K Buy
350
+300
+600% +$27.4K 0.01% 259
2014
Q1 		$4.25K Sell
50
-47
-48% -$3.95K ﹤0.01% 429
2013
Q4 		$8.78K Buy
+97
New +$8.48K 0.01% 306

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's TRV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Travelers Companies (TRV) stake by 0.03% in Q2 2026, selling an estimated $606 and leaving 5,762 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #198.

MassMutual Private Wealth & Trust first reported a position in TRV in Q4 2013 and has held it in 49 quarters since. 602 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 5,762 shares of Travelers Companies worth $1.9M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2 Travelers Companies shares in Q2 2026, an estimated $606.
  • Travelers Companies made up 0.05% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #198 holding.
  • MassMutual Private Wealth & Trust first reported a position in Travelers Companies in Q4 2013 and has held it in 49 quarters since.
  • 602 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.