Wakefield Asset Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Wakefield Asset Management's TRV Position: Q2 2026 in Review
Wakefield Asset Management increased its Travelers Companies (TRV) stake by 1.2% in Q2 2026, buying an estimated $51.2K and bringing the position to 14,345 shares worth $4.74M. The position accounts for 1.07% of the portfolio, ranked #24.
Wakefield Asset Management first reported a position in TRV in Q2 2023 and has held it in 6 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Wakefield Asset Management held 14,345 shares of Travelers Companies worth $4.74M as of Q2 2026.
- Wakefield Asset Management bought 169 Travelers Companies shares in Q2 2026, an estimated $51.2K.
- Travelers Companies made up 1.07% of Wakefield Asset Management's portfolio in Q2 2026, its #24 holding.
- Wakefield Asset Management first reported a position in Travelers Companies in Q2 2023 and has held it in 6 quarters since.
- 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.