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SteelPeak Wealth’s Travelers Companies TRV Stock Holding History

SteelPeak Wealth’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 		$14.3M Buy
43,226
+38,974
+917% +$11.8M 0.37% 55
2026
Q1 		$1.24M Sell
4,252
-22,193
-84% -$6.5M 0.04% 258
2025
Q4 		$7.67M Buy
26,445
+18,028
+214% +$5.07M 0.25% 79
2025
Q3 		$2.35M Sell
8,417
-17,480
-67% -$4.68M 0.08% 190
2025
Q2 		$6.93M Buy
25,897
+1,434
+6% +$378K 0.27% 82
2025
Q1 		$6.47M Buy
24,463
+11,089
+83% +$2.76M 0.27% 89
2024
Q4 		$3.22M Buy
13,374
+8,636
+182% +$2.16M 0.13% 122
2024
Q3 		$1.11M Sell
4,738
-21,857
-82% -$4.82M 0.05% 218
2024
Q2 		$5.41M Buy
26,595
+867
+3% +$186K 0.25% 82
2024
Q1 		$5.92M Buy
25,728
+21,688
+537% +$4.63M 0.3% 71
2023
Q4 		$770K Sell
4,040
-4,094
-50% -$709K 0.04% 237
2023
Q3 		$1.33M Buy
8,134
+22
+0.3% +$3.67K 0.08% 164
2023
Q2 		$1.41M Sell
8,112
-52,298
-87% -$9.22M 0.08% 157
2023
Q1 		$10.4M Buy
60,410
+54,100
+857% +$9.84M 0.7% 44
2022
Q4 		$1.18M Sell
6,310
-1,553
-20% -$279K 0.09% 159
2022
Q3 		$1.21M Sell
7,863
-49,829
-86% -$8.1M 0.09% 155
2022
Q2 		$9.76M Buy
57,692
+1,189
+2% +$207K 0.7% 37
2022
Q1 		$10.3M Buy
56,503
+9,628
+21% +$1.65M 0.58% 40
2021
Q4 		$7.33M Buy
46,875
+29,950
+177% +$4.68M 0.41% 58
2021
Q3 		$2.57M Sell
16,925
-27,989
-62% -$4.33M 0.17% 97
2021
Q2 		$6.72M Buy
44,914
+6,410
+17% +$995K 0.47% 59
2021
Q1 		$5.79M Buy
38,504
+3,015
+8% +$443K 0.46% 61
2020
Q4 		$4.98M Sell
35,489
-9,766
-22% -$1.25M 0.45% 57
2020
Q3 		$4.9M Buy
+45,255
New +$5.19M 0.53% 49

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

SteelPeak Wealth's TRV Position: Q2 2026 in Review

SteelPeak Wealth increased its Travelers Companies (TRV) stake by 917% in Q2 2026, buying an estimated $11.8M and bringing the position to 43,226 shares worth $14.3M. The position accounts for 0.37% of the portfolio, ranked #55.

SteelPeak Wealth first reported a position in TRV in Q3 2020 and has held it in 24 quarters since. 574 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • SteelPeak Wealth held 43,226 shares of Travelers Companies worth $14.3M as of Q2 2026.
  • SteelPeak Wealth bought 38,974 Travelers Companies shares in Q2 2026, an estimated $11.8M.
  • Travelers Companies made up 0.37% of SteelPeak Wealth's portfolio in Q2 2026, its #55 holding.
  • SteelPeak Wealth first reported a position in Travelers Companies in Q3 2020 and has held it in 24 quarters since.
  • 574 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.