MLL
TRV icon

Moody Lynn & Lieberson’s Travelers Companies TRV Stock Holding History

Moody Lynn & Lieberson’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 		$671K Sell
2,034
-31
-2% -$9.39K 0.04% 150
2026
Q1 		$602K Buy
2,065
+3
+0.1% +$879 0.03% 163
2025
Q4 		$598K Buy
2,062
+1
+0% +$281 0.03% 161
2025
Q3 		$575K Sell
2,061
-251
-11% -$67.2K 0.03% 164
2025
Q2 		$619K Buy
2,312
+15
+0.7% +$3.95K 0.04% 162
2025
Q1 		$607K Buy
2,297
+7
+0.3% +$1.74K 0.04% 157
2024
Q4 		$552K Buy
2,290
+6
+0.3% +$1.5K 0.03% 161
2024
Q3 		$535K Sell
2,284
-13
-0.6% -$2.87K 0.03% 169
2024
Q2 		$467K Hold
2,297
– – 0.03% 169
2024
Q1 		$529K Hold
2,297
– – 0.04% 155
2023
Q4 		$438K Hold
2,297
– – 0.03% 169
2023
Q3 		$375K Buy
2,297
+130
+6% +$21.7K 0.03% 164
2023
Q2 		$376K Hold
2,167
– – 0.03% 174
2023
Q1 		$371K Sell
2,167
-251
-10% -$45.6K 0.03% 177
2022
Q4 		$453K Hold
2,418
– – 0.04% 163
2022
Q3 		$370K Sell
2,418
-109
-4% -$17.7K 0.04% 170
2022
Q2 		$427K Hold
2,527
– – 0.04% 159
2022
Q1 		$462K Buy
2,527
+50
+2% +$8.57K 0.03% 160
2021
Q4 		$387K Sell
2,477
-17
-0.7% -$2.66K 0.03% 186
2021
Q3 		$379K Buy
2,494
+72
+3% +$11.1K 0.03% 180
2021
Q2 		$363K Sell
2,422
-1
-0% -$155 0.03% 178
2021
Q1 		$364K Hold
2,423
– – 0.03% 178
2020
Q4 		$340K Hold
2,423
– – 0.03% 171
2020
Q3 		$262K Hold
2,423
– – 0.03% 176
2020
Q2 		$276K Sell
2,423
-555
-19% -$58.5K 0.03% 160
2020
Q1 		$296 Sell
2,978
-52,816
-95% -$6.57M 0.04% 136
2019
Q4 		$7.64M Sell
55,794
-1,376
-2% -$187K 0.74% 42
2019
Q3 		$8.5M Buy
57,170
+3,969
+7% +$590K 0.95% 37
2019
Q2 		$7.96M Sell
53,201
-1,041
-2% -$150K 0.87% 39
2019
Q1 		$7.44M Sell
54,242
-606
-1% -$77.5K 0.85% 43
2018
Q4 		$6.57M Sell
54,848
-3,257
-6% -$408K 0.88% 37
2018
Q3 		$7.54M Sell
58,105
-12,995
-18% -$1.68M 0.8% 42
2018
Q2 		$8.7M Buy
71,100
+947
+1% +$124K 1.03% 35
2018
Q1 		$9.74M Sell
70,153
-80
-0.1% -$11.2K 1.18% 33
2017
Q4 		$10.4M Sell
70,233
-1,671
-2% -$221K 1.11% 35
2017
Q3 		$8.81M Sell
71,904
-36,111
-33% -$4.51M 1.07% 31
2017
Q2 		$13.7M Buy
108,015
+51,372
+91% +$6.32M 1.8% 18
2017
Q1 		$6.83M Sell
56,643
-6,794
-11% -$817K 0.96% 42
2016
Q4 		$7.77M Sell
63,437
-543
-0.8% -$62K 1.12% 37
2016
Q3 		$7.33M Sell
63,980
-1,938
-3% -$227K 1.22% 33
2016
Q2 		$7.85M Sell
65,918
-483
-0.7% -$54.6K 1.41% 27
2016
Q1 		$7.75M Sell
66,401
-327
-0.5% -$35.7K 1.22% 31
2015
Q4 		$7.53M Sell
66,728
-1,155
-2% -$128K 1.18% 27
2015
Q3 		$6.76M Sell
67,883
-3,622
-5% -$370K 1.3% 29
2015
Q2 		$6.91M Sell
71,505
-16,943
-19% -$1.73M 1.1% 32
2015
Q1 		$9.56M Buy
88,448
+12,589
+17% +$1.34M 1.53% 20
2014
Q4 		$8.03M Buy
75,859
+13,092
+21% +$1.32M 1.14% 32
2014
Q3 		$5.9M Sell
62,767
-1,589
-2% -$148K 0.88% 40
2014
Q2 		$6.05M Sell
64,356
-478
-0.7% -$43.6K 0.83% 49
2014
Q1 		$5.52M Sell
64,834
-24,819
-28% -$2.09M 0.8% 54
2013
Q4 		$8.12M Buy
89,653
+34,188
+62% +$2.99M 1.11% 36
2013
Q3 		$4.7M Sell
55,465
-624
-1% -$51.6K 0.73% 62
2013
Q2 		$4.48M Buy
+56,089
New +$4.71M 0.78% 49

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 Lynn & Lieberson's TRV Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Travelers Companies (TRV) stake by 1.5% in Q2 2026, selling an estimated $9.39K and leaving 2,034 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #150.

Moody Lynn & Lieberson first reported a position in TRV in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.7M in Q2 2017. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Moody Lynn & Lieberson held 2,034 shares of Travelers Companies worth $671K as of Q2 2026.
  • Moody Lynn & Lieberson sold 31 Travelers Companies shares in Q2 2026, an estimated $9.39K.
  • Travelers Companies made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #150 holding.
  • Moody Lynn & Lieberson first reported a position in Travelers Companies in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's Travelers Companies position peaked at $13.7M in Q2 2017.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.