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SGL Investment Advisors’s Travelers Companies TRV Stock Holding History

SGL Investment Advisors’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 		$5.52M Buy
14,689
+178
+1% +$53.9K 1.9% 18
2026
Q1 		$4.31M Sell
14,511
-5,073
-26% -$1.49M 1.62% 23
2025
Q4 		$5.88M Sell
19,584
-446
-2% -$126K 2.35% 15
2025
Q3 		$5.36M Buy
20,030
+297
+2% +$79.5K 2.23% 14
2025
Q2 		$5.06M Buy
19,733
+345
+2% +$91K 2.41% 12
2025
Q1 		$5.25M Sell
19,388
-501
-3% -$125K 2.71% 8
2024
Q4 		$4.79M Buy
19,889
+430
+2% +$107K 2.41% 17
2024
Q3 		$4.99M Buy
+19,459
New +$4.29M 2.56% 10

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGL Investment Advisors's TRV Position: Q2 2026 in Review

SGL Investment Advisors increased its Travelers Companies (TRV) stake by 1.2% in Q2 2026, buying an estimated $53.9K and bringing the position to 14,689 shares worth $5.52M. The position accounts for 1.9% of the portfolio, ranked #18.

SGL Investment Advisors first reported a position in TRV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.88M in Q4 2025. 1,859 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • SGL Investment Advisors held 14,689 shares of Travelers Companies worth $5.52M as of Q2 2026.
  • SGL Investment Advisors bought 178 Travelers Companies shares in Q2 2026, an estimated $53.9K.
  • Travelers Companies made up 1.9% of SGL Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • SGL Investment Advisors first reported a position in Travelers Companies in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Travelers Companies position peaked at $5.88M in Q4 2025.
  • 1,859 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.