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Aljian Capital Management’s Travelers Companies TRV Stock Holding History

Aljian Capital 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
2026
Q1 		$1M Sell
3,445
-66
-2% -$19.3K 0.21% 58
2025
Q4 		$1.02M Buy
3,511
+7
+0.2% +$1.97K 0.2% 55
2025
Q3 		$978K Sell
3,504
-5
-0.1% -$1.34K 0.2% 59
2025
Q2 		$939K Hold
3,509
– – 0.21% 60
2025
Q1 		$928K Buy
3,509
+7
+0.2% +$1.74K 0.22% 57
2024
Q4 		$844K Buy
3,502
+8
+0.2% +$2K 0.18% 57
2024
Q3 		$818K Buy
+3,494
New +$770K 0.19% 58

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aljian Capital Management's TRV Position: Q1 2026 in Review

Aljian Capital Management reduced its Travelers Companies (TRV) stake by 1.9% in Q1 2026, selling an estimated $19.3K and leaving 3,445 shares worth $1M. The position accounts for 0.21% of the portfolio, ranked #58.

Aljian Capital Management first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Aljian Capital Management held 3,445 shares of Travelers Companies worth $1M as of Q1 2026.
  • Aljian Capital Management sold 66 Travelers Companies shares in Q1 2026, an estimated $19.3K.
  • Travelers Companies made up 0.21% of Aljian Capital Management's portfolio in Q1 2026, its #58 holding.
  • Aljian Capital Management first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • Aljian Capital Management's Travelers Companies position peaked at $1.02M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.