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Wedmont Private Capital’s Travelers Companies TRV Stock Holding History

Wedmont Private Capital’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 		$1.24M Buy
3,669
+454
+14% +$138K 0.03% 293
2026
Q1 		$970K Buy
3,215
+48
+2% +$14.1K 0.03% 328
2025
Q4 		$897K Buy
3,167
+41
+1% +$11.5K 0.03% 316
2025
Q3 		$891K Sell
3,126
-44
-1% -$11.8K 0.03% 301
2025
Q2 		$809K Buy
3,170
+192
+6% +$50.6K 0.03% 308
2025
Q1 		$730K Buy
2,978
+342
+13% +$85.2K 0.04% 283
2024
Q4 		$613K Buy
2,636
+211
+9% +$52.7K 0.03% 321
2024
Q3 		$548K Buy
2,425
+319
+15% +$70.3K 0.03% 329
2024
Q2 		$446K Sell
2,106
-20
-0.9% -$4.3K 0.03% 376
2024
Q1 		$476K Buy
2,126
+258
+14% +$55.1K 0.03% 330
2023
Q4 		$359K Buy
1,868
+476
+34% +$82.4K 0.03% 381
2023
Q3 		$227K Sell
1,392
-135
-9% -$22.5K 0.02% 444
2023
Q2 		$253K Buy
1,527
+216
+16% +$38.1K 0.03% 422
2023
Q1 		$226K Buy
1,311
+162
+14% +$29.5K 0.03% 414
2022
Q4 		$223K Buy
+1,149
New +$207K 0.03% 406

Other funds holding TRV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wedmont Private Capital's TRV Position: Q2 2026 in Review

Wedmont Private Capital increased its Travelers Companies (TRV) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 3,669 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #293.

Wedmont Private Capital first reported a position in TRV in Q4 2022 and has held it in 15 quarters since. 563 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Wedmont Private Capital held 3,669 shares of Travelers Companies worth $1.24M as of Q2 2026.
  • Wedmont Private Capital bought 454 Travelers Companies shares in Q2 2026, an estimated $138K.
  • Travelers Companies made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #293 holding.
  • Wedmont Private Capital first reported a position in Travelers Companies in Q4 2022 and has held it in 15 quarters since.
  • 563 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.