Salzhauer Michael’s Travelers Companies TRV Stock Holding History

Salzhauer Michael’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 Q3	$250K	Hold	700	–	–	0.1%	73
2026 Q2	$231K	Hold	700	–	–	0.08%	81
2026 Q1	$204K	Hold	700	–	–	0.1%	72
2025 Q4	$203K	Hold	700	–	–	0.08%	82
2025 Q3	$1M	Buy	+700	New	+$187K	0.48%	38
2023 Q3	–	Sell	-1,200	Closed	-$208K	–	88
2023 Q2	$208K	Hold	1,200	–	–	0.22%	61
2023 Q1	$206K	Hold	1,200	–	–	0.18%	79
2022 Q4	$225K	Buy	+1,200	New	+$216K	0.13%	89
2022 Q3	–	Sell	-1,200	Closed	-$203K	–	119
2022 Q2	$203K	Hold	1,200	–	–	0.12%	89
2022 Q1	$219K	Buy	+1,200	New	+$206K	0.1%	89
2016 Q1	–	Sell	-1,200	Closed	-$135K	–	157
2015 Q4	$135K	Hold	1,200	–	–	0.1%	132
2015 Q3	$119K	Buy	+1,200	New	+$123K	0.1%	127
2015 Q2	–	Sell	-1,200	Closed	-$123K	–	150
2015 Q1	$130K	Hold	1,200	–	–	0.12%	115
2014 Q4	$127K	Hold	1,200	–	–	0.11%	124
2014 Q3	$120K	Buy	+1,200	New	+$112K	0.11%	116
2014 Q2	–	Sell	-1,200	Closed	-$102K	–	136
2014 Q1	$102K	Hold	1,200	–	–	0.1%	112
2013 Q4	$109K	Buy	+1,200	New	+$105K	0.11%	106

Other funds holding TRV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Salzhauer Michael's TRV Position: Q3 2026 in Review

Salzhauer Michael held its Travelers Companies (TRV) position steady in Q3 2026 at 700 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #73.

Salzhauer Michael first reported a position in TRV in Q4 2013 and has held it in 17 quarters since. The position peaked at $1M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Salzhauer Michael held 700 shares of Travelers Companies worth $250K as of Q3 2026.
Salzhauer Michael left its Travelers Companies share count unchanged in Q3 2026.
Travelers Companies made up 0.1% of Salzhauer Michael's portfolio in Q3 2026, its #73 holding.
Salzhauer Michael first reported a position in Travelers Companies in Q4 2013 and has held it in 17 quarters since.
Salzhauer Michael's Travelers Companies position peaked at $1M in Q3 2025.
1,118 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Salzhauer Michael's 13F filing for Q3 2026, filed 28 Oct 2026.