Welch Group
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
Q3 		$539K Hold
1,511
– – 0.02% 187
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% +$4.78K 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 $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Welch Group's TRV Position: Q3 2026 in Review

Welch Group held its Travelers Companies (TRV) position steady in Q3 2026 at 1,511 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #187.

Welch Group first reported a position in TRV in Q3 2025 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • Welch Group held 1,511 shares of Travelers Companies worth $539K as of Q3 2026.
  • Welch Group left its Travelers Companies share count unchanged in Q3 2026.
  • Travelers Companies made up 0.02% of Welch Group's portfolio in Q3 2026, its #187 holding.
  • Welch Group first reported a position in Travelers Companies in Q3 2025 and has held it in 5 quarters since.
  • 745 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.