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Matthew Hamilton Rosenberg’s Travelers Companies TRV Stock Holding History

Matthew Hamilton Rosenberg’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 		$16.5K Hold
50
– – ﹤0.01% 573
2026
Q1 		$14.6K Hold
50
– – ﹤0.01% 574
2025
Q4 		$14.5K Hold
50
– – ﹤0.01% 585
2025
Q3 		$14K Hold
50
– – ﹤0.01% 595
2025
Q2 		$13.4K Hold
50
– – ﹤0.01% 620
2025
Q1 		$13.2K Hold
50
– – ﹤0.01% 593
2024
Q4 		$12K Hold
50
– – ﹤0.01% 605
2024
Q3 		$11.7K Hold
50
– – ﹤0.01% 600
2024
Q2 		$10.1K Hold
50
– – ﹤0.01% 590
2024
Q1 		$11.4K Hold
50
– – ﹤0.01% 592
2023
Q4 		$9.53K Hold
50
– – ﹤0.01% 612
2023
Q3 		$8.17K Hold
50
– – ﹤0.01% 639
2023
Q2 		$8.68K Hold
50
– – ﹤0.01% 643
2023
Q1 		$8.57K Hold
50
– – ﹤0.01% 682
2022
Q4 		$9.38K Hold
50
– – ﹤0.01% 656
2022
Q3 		$8K Hold
50
– – ﹤0.01% 676
2022
Q2 		$9K Buy
+50
New +$8.69K ﹤0.01% 656

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

Matthew Hamilton Rosenberg's TRV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Travelers Companies (TRV) position steady in Q2 2026 at 50 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Matthew Hamilton Rosenberg first reported a position in TRV in Q2 2022 and has held it in 17 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Matthew Hamilton Rosenberg held 50 shares of Travelers Companies worth $16.5K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #573 holding.
  • Matthew Hamilton Rosenberg first reported a position in Travelers Companies in Q2 2022 and has held it in 17 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.