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Moody Aldrich Partners’s Travelers Companies TRV Stock Holding History

Moody Aldrich Partners’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 		$5.2M Hold
15,761
– – 0.93% 43
2026
Q1 		$4.6M Buy
+15,761
New +$4.62M 0.83% 53
2021
Q1 		– Sell
-4,705
Closed -$660K – 203
2020
Q4 		$660K Hold
4,705
– – 0.11% 128
2020
Q3 		$509K Hold
4,705
– – 0.11% 127
2020
Q2 		$537K Hold
4,705
– – 0.11% 123
2020
Q1 		$467K Buy
+4,705
New +$585K 0.14% 108

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Moody Aldrich Partners's TRV Position: Q2 2026 in Review

Moody Aldrich Partners held its Travelers Companies (TRV) position steady in Q2 2026 at 15,761 shares worth $5.2M. The position accounts for 0.93% of the portfolio, ranked #43.

Moody Aldrich Partners first reported a position in TRV in Q1 2020 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Moody Aldrich Partners held 15,761 shares of Travelers Companies worth $5.2M as of Q2 2026.
  • Moody Aldrich Partners left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.93% of Moody Aldrich Partners's portfolio in Q2 2026, its #43 holding.
  • Moody Aldrich Partners first reported a position in Travelers Companies in Q1 2020 and has held it in 6 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.