Evelyn Partners Group Ltd’s Travelers Companies TRV Stock Holding History

Evelyn Partners Group Ltd’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	$175K	Buy	+529	New	+$160K	﹤0.01%	278

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Evelyn Partners Group Ltd's TRV Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Travelers Companies (TRV) in Q2 2026: 529 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings.

1,173 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Evelyn Partners Group Ltd held 529 shares of Travelers Companies worth $175K as of Q2 2026.
Travelers Companies was a new Evelyn Partners Group Ltd position in Q2 2026.
Travelers Companies made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #278 holding.
1,173 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.