Measured Wealth Private Client Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Measured Wealth Private Client Group's TRV Position: Q2 2026 in Review
Measured Wealth Private Client Group increased its Travelers Companies (TRV) stake by 8.2% in Q2 2026, buying an estimated $58.2K and bringing the position to 2,524 shares worth $833K. The position accounts for 0.2% of the portfolio, ranked #78.
Measured Wealth Private Client Group first reported a position in TRV in Q3 2018 and has held it in 8 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Measured Wealth Private Client Group held 2,524 shares of Travelers Companies worth $833K as of Q2 2026.
- Measured Wealth Private Client Group bought 192 Travelers Companies shares in Q2 2026, an estimated $58.2K.
- Travelers Companies made up 0.2% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #78 holding.
- Measured Wealth Private Client Group first reported a position in Travelers Companies in Q3 2018 and has held it in 8 quarters since.
- 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.