WG
TRV icon

Welch Group’s Travelers Companies TRV Stock Holding History

Welch Group’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 		$499K Buy
1,511
+44
+3% +$13.3K 0.02% 190
2026
Q1 		$428K Hold
1,467
– – 0.02% 197
2025
Q4 		$426K Buy
1,467
+17
+1% +$4.79K 0.02% 196
2025
Q3 		$405K Buy
+1,450
New +$388K 0.02% 194

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Welch Group's TRV Position: Q2 2026 in Review

Welch Group increased its Travelers Companies (TRV) stake by 3% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,511 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #190.

Welch Group first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Welch Group held 1,511 shares of Travelers Companies worth $499K as of Q2 2026.
  • Welch Group bought 44 Travelers Companies shares in Q2 2026, an estimated $13.3K.
  • Travelers Companies made up 0.02% of Welch Group's portfolio in Q2 2026, its #190 holding.
  • Welch Group first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 770 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.