McMillan Office’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Sell
620
-5
-0.8% -$1.51K 0.02% 185
2026
Q1
$182K Hold
625
– – 0.02% 187
2025
Q4
$181K Buy
+625
New +$176K 0.02% 190

Other funds holding TRV

McMillan Office's TRV Position: Q2 2026 in Review

McMillan Office reduced its Travelers Companies (TRV) stake by 0.8% in Q2 2026, selling an estimated $1.51K and leaving 620 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #185.

McMillan Office first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • McMillan Office held 620 shares of Travelers Companies worth $205K as of Q2 2026.
  • McMillan Office sold 5 Travelers Companies shares in Q2 2026, an estimated $1.51K.
  • Travelers Companies made up 0.02% of McMillan Office's portfolio in Q2 2026, its #185 holding.
  • McMillan Office first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.