Thomas Story & Son’s Travelers Companies TRV Stock Holding History

Thomas Story & Son’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	$215K	Buy	+650	New	+$197K	0.08%	51

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

Thomas Story & Son's TRV Position: Q2 2026 in Review

Thomas Story & Son opened a new position in Travelers Companies (TRV) in Q2 2026: 650 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #51 among its holdings.

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

Thomas Story & Son held 650 shares of Travelers Companies worth $215K as of Q2 2026.
Travelers Companies was a new Thomas Story & Son position in Q2 2026.
Travelers Companies made up 0.08% of Thomas Story & Son's portfolio in Q2 2026, its #51 holding.
868 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.