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Americana Partners’s Travelers Companies TRV Stock Holding History

Americana 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
Q1 		$3.38M Buy
11,578
+7,097
+158% +$2.08M 0.09% 169
2025
Q4 		$1.3M Buy
+4,481
New +$1.26M 0.04% 251
2020
Q1 		– Sell
-116
Closed -$15K – 456
2019
Q4 		$15K Buy
+116
New +$15.8K 0.01% 395

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

Americana Partners's TRV Position: Q1 2026 in Review

Americana Partners increased its Travelers Companies (TRV) stake by 158% in Q1 2026, buying an estimated $2.08M and bringing the position to 11,578 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #169.

Americana Partners first reported a position in TRV in Q4 2019 and has held it in 3 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Americana Partners held 11,578 shares of Travelers Companies worth $3.38M as of Q1 2026.
  • Americana Partners bought 7,097 Travelers Companies shares in Q1 2026, an estimated $2.08M.
  • Travelers Companies made up 0.09% of Americana Partners's portfolio in Q1 2026, its #169 holding.
  • Americana Partners first reported a position in Travelers Companies in Q4 2019 and has held it in 3 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Americana Partners's 13F filing for Q1 2026, filed 12 May 2026.