Aigen Investment Management’s Travelers Companies TRV Stock Holding History

Aigen Investment Management’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
2025 Q2	–	Sell	-902	Closed	-$239K	–	1071
2025 Q1	$239K	Sell	902 -1,179	-57%	-$294K	0.04%	578
2024 Q4	$501K	Buy	+2,081	New	+$520K	0.09%	331
2023 Q4	–	Sell	-3,309	Closed	-$540K	–	1089
2023 Q3	$540K	Buy	+3,309	New	+$553K	0.1%	327
2023 Q1	–	Sell	-34,852	Closed	-$6.53M	–	837
2022 Q4	$6.53M	Buy	+34,852	New	+$6.27M	0.92%	19
2022 Q2	–	Sell	-12,881	Closed	-$2.35M	–	725
2022 Q1	$2.35M	Buy	12,881 +5,084	+65%	+$872K	0.41%	68
2021 Q4	$1.21M	Buy	+7,797	New	+$1.22M	0.07%	357
2020 Q4	–	Sell	-1,557	Closed	-$168K	–	1061
2020 Q3	$168K	Buy	+1,557	New	+$179K	0.02%	678
2020 Q2	–	Sell	-829	Closed	-$82K	–	1287
2020 Q1	$82K	Sell	829 -179	-18%	-$22.3K	0.01%	902
2019 Q4	$138K	Buy	+1,008	New	+$137K	0.02%	619

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aigen Investment Management's TRV Position: Q2 2025 in Review

Aigen Investment Management sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 902 shares — an estimated $239K sold.

Aigen Investment Management first reported a position in TRV in Q4 2019 and held it in 9 quarters. The position peaked at $6.53M in Q4 2022. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

Aigen Investment Management reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
Aigen Investment Management sold 902 Travelers Companies shares in Q2 2025, an estimated $239K.
Aigen Investment Management first reported a position in Travelers Companies in Q4 2019 and held it in 9 quarters.
Aigen Investment Management's Travelers Companies position peaked at $6.53M in Q4 2022.
1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.