Shulman DeMeo Asset Management’s Travelers Companies TRV Stock Holding History

Shulman DeMeo Asset Management’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	$338K	Buy	1,025 +1	+0.1%	+$303	0.06%	100
2026 Q1	$299K	Buy	+1,024	New	+$300K	0.06%	105
2025 Q4	–	Sell	-1,022	Closed	-$285K	–	123
2025 Q3	$285K	Buy	1,022 +1	+0.1%	+$268	0.07%	94
2025 Q2	$273K	Buy	1,021 +1	+0.1%	+$264	0.07%	95
2025 Q1	$270K	Buy	+1,020	New	+$254K	0.08%	96
2024 Q3	–	Sell	-1,017	Closed	-$207K	–	134
2024 Q2	$207K	Sell	1,017 -30	-3%	-$6.45K	0.05%	117
2024 Q1	$241K	Buy	+1,047	New	+$224K	0.06%	114

Other funds holding TRV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Shulman DeMeo Asset Management's TRV Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Travelers Companies (TRV) stake by 0.1% in Q2 2026, buying an estimated $303 and bringing the position to 1,025 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #100.

Shulman DeMeo Asset Management first reported a position in TRV in Q1 2024 and has held it in 7 quarters since. 508 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Shulman DeMeo Asset Management held 1,025 shares of Travelers Companies worth $338K as of Q2 2026.
Shulman DeMeo Asset Management bought 1 Travelers Companies share in Q2 2026, an estimated $303.
Travelers Companies made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #100 holding.
Shulman DeMeo Asset Management first reported a position in Travelers Companies in Q1 2024 and has held it in 7 quarters since.
508 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.