Mesirow Financial Investment Management’s Travelers Companies TRV Stock Holding History

Mesirow Financial Investment Management’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	$505K	Sell	1,530 -24	-2%	-$7.27K	0.01%	366
2026 Q1	$453K	Buy	1,554 +17	+1%	+$4.98K	0.01%	368
2025 Q4	$446K	Sell	1,537 -879	-36%	-$247K	0.01%	345
2025 Q3	$674K	Buy	2,416 +426	+21%	+$114K	0.01%	323
2025 Q2	$533K	Buy	1,990 +45	+2%	+$11.9K	0.01%	351
2025 Q1	$515K	Sell	1,945 -1,945	-50%	-$485K	0.01%	349
2024 Q4	$937K	Buy	3,890 +1,947	+100%	+$486K	0.02%	271
2024 Q3	$455K	Buy	1,943 +630	+48%	+$139K	0.01%	376
2024 Q2	$268K	Sell	1,313 -604	-32%	-$130K	0.01%	427
2024 Q1	$441K	Buy	+1,917	New	+$410K	0.01%	357

Other funds holding TRV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mesirow Financial Investment Management's TRV Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Travelers Companies (TRV) stake by 1.5% in Q2 2026, selling an estimated $7.27K and leaving 1,530 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #366.

Mesirow Financial Investment Management first reported a position in TRV in Q1 2024 and has held it in 10 quarters since. The position peaked at $937K in Q4 2024. 916 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Mesirow Financial Investment Management held 1,530 shares of Travelers Companies worth $505K as of Q2 2026.
Mesirow Financial Investment Management sold 24 Travelers Companies shares in Q2 2026, an estimated $7.27K.
Travelers Companies made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #366 holding.
Mesirow Financial Investment Management first reported a position in Travelers Companies in Q1 2024 and has held it in 10 quarters since.
Mesirow Financial Investment Management's Travelers Companies position peaked at $937K in Q4 2024.
916 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.