3IP
TRV icon

3Chopt Investment Partners’s Travelers Companies TRV Stock Holding History

3Chopt Investment Partners’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 		$389K Buy
1,177
+65
+6% +$19.7K 0.07% 179
2026
Q1 		$324K Buy
1,112
+54
+5% +$15.8K 0.07% 168
2025
Q4 		$307K Buy
1,058
+4
+0.4% +$1.13K 0.07% 179
2025
Q3 		$294K Sell
1,054
-39
-4% -$10.4K 0.07% 181
2025
Q2 		$292K Buy
1,093
+49
+5% +$12.9K 0.07% 185
2025
Q1 		$276K Buy
+1,044
New +$260K 0.07% 180

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

3Chopt Investment Partners's TRV Position: Q2 2026 in Review

3Chopt Investment Partners increased its Travelers Companies (TRV) stake by 5.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 1,177 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #179.

3Chopt Investment Partners first reported a position in TRV in Q1 2025 and has held it in 6 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • 3Chopt Investment Partners held 1,177 shares of Travelers Companies worth $389K as of Q2 2026.
  • 3Chopt Investment Partners bought 65 Travelers Companies shares in Q2 2026, an estimated $19.7K.
  • Travelers Companies made up 0.07% of 3Chopt Investment Partners's portfolio in Q2 2026, its #179 holding.
  • 3Chopt Investment Partners first reported a position in Travelers Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.