Triumph Capital Management’s Travelers Companies TRV Stock Holding History

Triumph 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	$94.8K	Buy	287 +21	+8%	+$6.36K	0.02%	500
2026 Q1	$77.6K	Buy	266 +6	+2%	+$1.76K	0.02%	519
2025 Q4	$75.5K	Buy	+260	New	+$73.2K	0.02%	504

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

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Triumph Capital Management increased its Travelers Companies (TRV) stake by 7.9% in Q2 2026, buying an estimated $6.36K and bringing the position to 287 shares worth $94.8K. The position accounts for 0.02% of the portfolio, ranked #500.

Triumph Capital Management first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Triumph Capital Management held 287 shares of Travelers Companies worth $94.8K as of Q2 2026.
Triumph Capital Management bought 21 Travelers Companies shares in Q2 2026, an estimated $6.36K.
Travelers Companies made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #500 holding.
Triumph Capital Management first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
448 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.