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 Q2	–	Sell	-3,445	Closed	-$1M	–	141
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aljian Capital Management's TRV Position: Q2 2026 in Review

Aljian Capital Management sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 3,445 shares — an estimated $1M sold.

Aljian Capital Management first reported a position in TRV in Q3 2024 and held it in 7 quarters. The position peaked at $1.02M in Q4 2025. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Aljian Capital Management reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Aljian Capital Management sold 3,445 Travelers Companies shares in Q2 2026, an estimated $1M.
Aljian Capital Management first reported a position in Travelers Companies in Q3 2024 and held it in 7 quarters.
Aljian Capital Management's Travelers Companies position peaked at $1.02M in Q4 2025.
1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.