Winthrop Advisory Group’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
Other funds holding TRV
Winthrop Advisory Group's TRV Position: Q2 2026 in Review
Winthrop Advisory Group increased its Travelers Companies (TRV) stake by 13% in Q2 2026, buying an estimated $32.4K and bringing the position to 937 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #166.
Winthrop Advisory Group first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.
- Winthrop Advisory Group held 937 shares of Travelers Companies worth $309K as of Q2 2026.
- Winthrop Advisory Group bought 107 Travelers Companies shares in Q2 2026, an estimated $32.4K.
- Travelers Companies made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #166 holding.
- Winthrop Advisory Group first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
- 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.
Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.