Sunbeam Capital Management’s Travelers Companies TRV Stock Holding History

Sunbeam Capital 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	$237K	Buy	+719	New	+$218K	0.11%	113

Other funds holding TRV

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sunbeam Capital Management's TRV Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in Travelers Companies (TRV) in Q2 2026: 719 shares worth $237K. The stake represents 0.11% of the portfolio and ranks #113 among its holdings.

868 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Sunbeam Capital Management held 719 shares of Travelers Companies worth $237K as of Q2 2026.
Travelers Companies was a new Sunbeam Capital Management position in Q2 2026.
Travelers Companies made up 0.11% of Sunbeam Capital Management's portfolio in Q2 2026, its #113 holding.
868 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.