Whipplewood Advisors’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Whipplewood Advisors's TRV Position: Q2 2026 in Review
Whipplewood Advisors reduced its Travelers Companies (TRV) stake by 76% in Q2 2026, selling an estimated $20.6K and leaving 22 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #275.
Whipplewood Advisors first reported a position in TRV in Q4 2024 and has held it in 5 quarters since. The position peaked at $27K in Q2 2025. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Whipplewood Advisors held 22 shares of Travelers Companies worth $7.26K as of Q2 2026.
- Whipplewood Advisors sold 68 Travelers Companies shares in Q2 2026, an estimated $20.6K.
- Travelers Companies made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #275 holding.
- Whipplewood Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 5 quarters since.
- Whipplewood Advisors's Travelers Companies position peaked at $27K in Q2 2025.
- 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.