Mutual Advisors’s Travelers Companies TRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$749K Buy
2,269
+299
+15% +$90.6K 0.01% 759
2026
Q1
$575K Sell
1,970
-79
-4% -$23.1K 0.01% 819
2025
Q4
$594K Buy
2,049
+58
+3% +$16.3K 0.01% 800
2025
Q3
$536K Buy
1,991
+115
+6% +$30.8K 0.01% 824
2025
Q2
$490K Buy
1,876
+775
+70% +$204K 0.01% 788
2025
Q1
$285K Sell
1,101
-953
-46% -$237K 0.01% 914
2024
Q4
$498K Buy
2,054
+131
+7% +$32.7K 0.01% 703
2024
Q3
$493K Buy
1,923
+195
+11% +$43K 0.01% 711
2024
Q2
$370K Buy
1,728
+141
+9% +$30.3K 0.01% 820
2024
Q1
$365K Buy
+1,587
New +$339K 0.01% 801
2023
Q4
Sell
-1,446
Closed -$236K 1076
2023
Q3
$236K Sell
1,446
-32
-2% -$5.34K 0.01% 869
2023
Q2
$257K Buy
1,478
+96
+7% +$16.9K 0.01% 863
2023
Q1
$237K Buy
1,382
+13
+0.9% +$2.36K 0.01% 857
2022
Q4
$257K Buy
+1,369
New +$246K 0.01% 788
2022
Q3
Sell
-1,212
Closed -$205K 945
2022
Q2
$205K Buy
1,212
+9
+0.7% +$1.56K 0.01% 786
2022
Q1
$220K Buy
+1,203
New +$206K 0.01% 801
2021
Q2
Sell
-1,354
Closed -$204K 854
2021
Q1
$204K Buy
+1,354
New +$199K 0.01% 729

Other funds holding TRV

Mutual Advisors's TRV Position: Q2 2026 in Review

Mutual Advisors increased its Travelers Companies (TRV) stake by 15% in Q2 2026, buying an estimated $90.6K and bringing the position to 2,269 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #759.

Mutual Advisors first reported a position in TRV in Q1 2021 and has held it in 17 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Mutual Advisors held 2,269 shares of Travelers Companies worth $749K as of Q2 2026.
  • Mutual Advisors bought 299 Travelers Companies shares in Q2 2026, an estimated $90.6K.
  • Travelers Companies made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #759 holding.
  • Mutual Advisors first reported a position in Travelers Companies in Q1 2021 and has held it in 17 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.