SWM
TRV icon

Silverlake Wealth Management’s Travelers Companies TRV Stock Holding History

Silverlake Wealth 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 		$246K Hold
745
– – 0.05% 341
2026
Q1 		$217K Hold
745
– – 0.05% 346
2025
Q4 		$216K Hold
745
– – 0.05% 322
2025
Q3 		$208K Buy
+745
New +$199K 0.05% 322

Other funds holding TRV

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Silverlake Wealth Management's TRV Position: Q2 2026 in Review

Silverlake Wealth Management held its Travelers Companies (TRV) position steady in Q2 2026 at 745 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #341.

Silverlake Wealth Management first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 1,056 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Silverlake Wealth Management held 745 shares of Travelers Companies worth $246K as of Q2 2026.
  • Silverlake Wealth Management left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.05% of Silverlake Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Silverlake Wealth Management first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.