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Pine Haven Investment Counsel’s Travelers Companies TRV Stock Holding History

Pine Haven Investment Counsel’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 		$231K Hold
700
– – 0.16% 110
2026
Q1 		$204K Hold
700
– – 0.15% 112
2025
Q4 		$203K Buy
+700
New +$197K 0.14% 114

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

Pine Haven Investment Counsel's TRV Position: Q2 2026 in Review

Pine Haven Investment Counsel held its Travelers Companies (TRV) position steady in Q2 2026 at 700 shares worth $231K. The position accounts for 0.16% of the portfolio, ranked #110.

Pine Haven Investment Counsel first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Pine Haven Investment Counsel held 700 shares of Travelers Companies worth $231K as of Q2 2026.
  • Pine Haven Investment Counsel left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.16% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #110 holding.
  • Pine Haven Investment Counsel first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.