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Morton Brown Family Wealth’s Travelers Companies TRV Stock Holding History

Morton Brown Family Wealth’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 		$660 Buy
+2
New +$606 ﹤0.01% 338
2022
Q3 		– Sell
-48
Closed -$8K – 330
2022
Q2 		$8K Buy
+48
New +$8.34K 0.01% 118

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

Morton Brown Family Wealth's TRV Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Travelers Companies (TRV) in Q2 2026: 2 shares worth $660. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in TRV as recently as Q2 2022.

Morton Brown Family Wealth first reported a position in TRV in Q2 2022 and has held it in 2 quarters since. The position peaked at $8K in Q2 2022. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Morton Brown Family Wealth held 2 shares of Travelers Companies worth $660 as of Q2 2026.
  • Travelers Companies was a new Morton Brown Family Wealth position in Q2 2026.
  • Travelers Companies made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #338 holding.
  • Morton Brown Family Wealth first reported a position in Travelers Companies in Q2 2022 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's Travelers Companies position peaked at $8K in Q2 2022.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.