AIM
TRV icon

Anchor Investment Management’s Travelers Companies TRV Stock Holding History

Anchor 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
2026
Q1 		$752K Buy
2,578
+11
+0.4% +$3.22K 0.06% 219
2025
Q4 		$745K Sell
2,567
-318
-11% -$89.5K 0.06% 229
2025
Q3 		$806K Buy
2,885
+1,782
+162% +$477K 0.07% 218
2025
Q2 		$295K Hold
1,103
– – 0.03% 314
2025
Q1 		$292K Hold
1,103
– – 0.03% 309
2024
Q4 		$266K Sell
1,103
-6
-0.5% -$1.5K 0.02% 321
2024
Q3 		$260K Sell
1,109
-44
-4% -$9.7K 0.02% 327
2024
Q2 		$234K Hold
1,153
– – 0.02% 323
2024
Q1 		$265K Sell
1,153
-50
-4% -$10.7K 0.03% 318
2023
Q4 		$229K Buy
1,203
+28
+2% +$4.85K 0.03% 331
2023
Q3 		$192K Sell
1,175
-200
-15% -$33.4K 0.03% 344
2023
Q2 		$239K Sell
1,375
-50
-4% -$8.82K 0.03% 310
2023
Q1 		$244K Hold
1,425
– – 0.03% 313
2022
Q4 		$267K Sell
1,425
-85
-6% -$15.3K 0.04% 296
2022
Q3 		$231K Hold
1,510
– – 0.04% 310
2022
Q2 		$255K Hold
1,510
– – 0.04% 314
2022
Q1 		$276K Hold
1,510
– – 0.03% 336
2021
Q4 		$236K Hold
1,510
– – 0.03% 360
2021
Q3 		$230K Hold
1,510
– – 0.03% 335
2021
Q2 		$226K Hold
1,510
– – 0.03% 345
2021
Q1 		$227K Hold
1,510
– – 0.03% 320
2020
Q4 		$212K Hold
1,510
– – 0.04% 288
2020
Q3 		$163K Sell
1,510
-852
-36% -$97.7K 0.03% 307
2020
Q2 		$269K Buy
2,362
+12
+0.5% +$1.26K 0.06% 219
2020
Q1 		$233K Buy
2,350
+448
+24% +$55.7K 0.06% 223
2019
Q4 		$260K Buy
1,902
+113
+6% +$15.4K 0.06% 249
2019
Q3 		$266K Buy
1,789
+107
+6% +$15.9K 0.06% 241
2019
Q2 		$251K Buy
1,682
+84
+5% +$12.1K 0.06% 256
2019
Q1 		$219K Hold
1,598
– – 0.05% 269
2018
Q4 		$191K Buy
1,598
+77
+5% +$9.64K 0.05% 274
2018
Q3 		$197K Buy
1,521
+221
+17% +$28.5K 0.05% 297
2018
Q2 		$159K Hold
1,300
– – 0.04% 334
2018
Q1 		$181K Sell
1,300
-225
-15% -$31.4K 0.05% 308
2017
Q4 		$207K Buy
1,525
+96
+7% +$12.7K 0.05% 276
2017
Q3 		$175K Buy
1,429
+183
+15% +$22.9K 0.05% 274
2017
Q2 		$158K Sell
1,246
-6
-0.5% -$739 0.05% 268
2017
Q1 		$151K Sell
1,252
-70
-5% -$8.41K 0.05% 267
2016
Q4 		$162K Hold
1,322
– – 0.06% 246
2016
Q3 		$151K Buy
1,322
+10
+0.8% +$1.17K 0.06% 248
2016
Q2 		$156K Buy
1,312
+42
+3% +$4.75K 0.06% 240
2016
Q1 		$148K Buy
+1,270
New +$139K 0.06% 235

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

Anchor Investment Management's TRV Position: Q1 2026 in Review

Anchor Investment Management increased its Travelers Companies (TRV) stake by 0.43% in Q1 2026, buying an estimated $3.22K and bringing the position to 2,578 shares worth $752K. The position accounts for 0.06% of the portfolio, ranked #219.

Anchor Investment Management first reported a position in TRV in Q1 2016 and has held it in 41 quarters since. The position peaked at $806K in Q3 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Anchor Investment Management held 2,578 shares of Travelers Companies worth $752K as of Q1 2026.
  • Anchor Investment Management bought 11 Travelers Companies shares in Q1 2026, an estimated $3.22K.
  • Travelers Companies made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #219 holding.
  • Anchor Investment Management first reported a position in Travelers Companies in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Travelers Companies position peaked at $806K in Q3 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.