AIMZ Investment Advisors’s Travelers Companies TRV Stock Holding History

AIMZ Investment Advisors’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 Q1	–	Sell	-778	Closed	-$226K	–	143
2025 Q4	$226K	Hold	778	–	–	0.06%	131
2025 Q3	$217K	Hold	778	–	–	0.07%	122
2025 Q2	$208K	Hold	778	–	–	0.07%	123
2025 Q1	$206K	Buy	+778	New	+$194K	0.07%	123
2018 Q2	–	Sell	-1,754	Closed	-$244K	–	102
2018 Q1	$244K	Hold	1,754	–	–	0.18%	91
2017 Q4	$238K	Hold	1,754	–	–	0.18%	89
2017 Q3	$215K	Sell	1,754 -186	-10%	-$23.2K	0.18%	92
2017 Q2	$245K	Hold	1,940	–	–	0.21%	93
2017 Q1	$234K	Hold	1,940	–	–	0.2%	94
2016 Q4	$237K	Hold	1,940	–	–	0.21%	89
2016 Q3	$222K	Hold	1,940	–	–	0.2%	86
2016 Q2	$231K	Sell	1,940 -1,940	-50%	-$219K	0.21%	87
2016 Q1	$436K	Buy	3,880 +1,940	+100%	+$212K	0.19%	90
2015 Q4	$219K	Buy	+1,940	New	+$216K	0.2%	90
2015 Q2	–	Sell	-1,940	Closed	-$210K	–	98
2015 Q1	$210K	Buy	+1,940	New	+$207K	0.18%	91

Other funds holding TRV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AIMZ Investment Advisors's TRV Position: Q1 2026 in Review

AIMZ Investment Advisors sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 778 shares — an estimated $226K sold.

AIMZ Investment Advisors first reported a position in TRV in Q1 2015 and held it in 15 quarters. The position peaked at $436K in Q1 2016. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

AIMZ Investment Advisors reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
AIMZ Investment Advisors sold 778 Travelers Companies shares in Q1 2026, an estimated $226K.
AIMZ Investment Advisors first reported a position in Travelers Companies in Q1 2015 and held it in 15 quarters.
AIMZ Investment Advisors's Travelers Companies position peaked at $436K in Q1 2016.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.