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Nvest Wealth Strategies’s Travelers Companies TRV Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-6
Closed -$1.75K – 426
2026
Q1 		$1.75K Buy
+6
New +$1.76K ﹤0.01% 185

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's TRV Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 6 shares — an estimated $1.75K sold.

Nvest Wealth Strategies first reported a position in TRV in Q1 2026 and held it in 1 quarter. The position peaked at $1.75K in Q1 2026. 1,173 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 6 Travelers Companies shares in Q2 2026, an estimated $1.75K.
  • Nvest Wealth Strategies first reported a position in Travelers Companies in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Travelers Companies position peaked at $1.75K in Q1 2026.
  • 1,173 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.