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Miller Global Investments’s Travelers Companies TRV Stock Holding History

Miller Global Investments’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 		– Sell
-50
Closed -$14.6K – 310
2026
Q1 		$14.6K Hold
50
– – 0.01% 218
2025
Q4 		$14.5K Buy
+50
New +$14.1K 0.01% 192

Other funds holding TRV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Miller Global Investments's TRV Position: Q2 2026 in Review

Miller Global Investments sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 50 shares — an estimated $14.6K sold.

Miller Global Investments first reported a position in TRV in Q4 2025 and held it in 2 quarters. The position peaked at $14.6K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Miller Global Investments reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Miller Global Investments sold 50 Travelers Companies shares in Q2 2026, an estimated $14.6K.
  • Miller Global Investments first reported a position in Travelers Companies in Q4 2025 and held it in 2 quarters.
  • Miller Global Investments's Travelers Companies position peaked at $14.6K in Q1 2026.
  • 1,032 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.