MCM
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Monument Capital Management’s Travelers Companies TRV Stock Holding History

Monument Capital 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 		$486K Buy
1,472
+214
+17% +$64.9K 0.1% 167
2026
Q1 		$367K Sell
1,258
-53
-4% -$15.5K 0.09% 159
2025
Q4 		$380K Buy
1,311
+53
+4% +$14.9K 0.09% 157
2025
Q3 		$351K Sell
1,258
-298
-19% -$79.8K 0.09% 163
2025
Q2 		$416K Buy
1,556
+106
+7% +$27.9K 0.11% 141
2025
Q1 		$383K Sell
1,450
-86
-6% -$21.4K 0.12% 133
2024
Q4 		$370K Buy
1,536
+226
+17% +$56.4K 0.1% 136
2024
Q3 		$307K Buy
1,310
+39
+3% +$8.6K 0.08% 151
2024
Q2 		$259K Sell
1,271
-92
-7% -$19.8K 0.08% 150
2024
Q1 		$314K Buy
1,363
+33
+2% +$7.05K 0.09% 151
2023
Q4 		$253K Buy
+1,330
New +$230K 0.08% 159
2023
Q3 		– Sell
-1,570
Closed -$273K – 189
2023
Q2 		$273K Buy
1,570
+227
+17% +$40K 0.09% 137
2023
Q1 		$230K Sell
1,343
-175
-12% -$31.8K 0.08% 136
2022
Q4 		$285K Buy
+1,518
New +$273K 0.1% 129
2018
Q4 		– Sell
-14,773
Closed -$1.92M – 286
2018
Q3 		$1.92M Buy
14,773
+1,899
+15% +$245K 1.08% 50
2018
Q2 		$1.57M Sell
12,874
-880
-6% -$115K 1.09% 50
2018
Q1 		$1.85M Buy
13,754
+1,112
+9% +$155K 1.27% 47
2017
Q4 		$1.71M Buy
+12,642
New +$1.67M 1.21% 44

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

Monument Capital Management's TRV Position: Q2 2026 in Review

Monument Capital Management increased its Travelers Companies (TRV) stake by 17% in Q2 2026, buying an estimated $64.9K and bringing the position to 1,472 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #167.

Monument Capital Management first reported a position in TRV in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.92M in Q3 2018. 613 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Monument Capital Management held 1,472 shares of Travelers Companies worth $486K as of Q2 2026.
  • Monument Capital Management bought 214 Travelers Companies shares in Q2 2026, an estimated $64.9K.
  • Travelers Companies made up 0.1% of Monument Capital Management's portfolio in Q2 2026, its #167 holding.
  • Monument Capital Management first reported a position in Travelers Companies in Q4 2017 and has held it in 18 quarters since.
  • Monument Capital Management's Travelers Companies position peaked at $1.92M in Q3 2018.
  • 613 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.