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Mayflower Financial Advisors’s Travelers Companies TRV Stock Holding History

Mayflower Financial 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 		$247K Sell
748
-57
-7% -$17.3K 0.02% 420
2026
Q1 		$235K Buy
805
+9
+1% +$2.64K 0.03% 406
2025
Q4 		$231K Buy
796
+11
+1% +$3.1K 0.03% 380
2025
Q3 		$219K Buy
785
+9
+1% +$2.41K 0.03% 384
2025
Q2 		$208K Sell
776
-30
-4% -$7.91K 0.03% 382
2025
Q1 		$213K Buy
+806
New +$201K 0.03% 371

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Mayflower Financial Advisors's TRV Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Travelers Companies (TRV) stake by 7.1% in Q2 2026, selling an estimated $17.3K and leaving 748 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #420.

Mayflower Financial Advisors first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 633 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Mayflower Financial Advisors held 748 shares of Travelers Companies worth $247K as of Q2 2026.
  • Mayflower Financial Advisors sold 57 Travelers Companies shares in Q2 2026, an estimated $17.3K.
  • Travelers Companies made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #420 holding.
  • Mayflower Financial Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 633 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.