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Andreas Halvorsen’s Travelers Companies TRV Stock Holding History

Andreas Halvorsen’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
2025
Q1 		– Sell
-671,750
Closed -$162M – 109
2024
Q4 		$162M Buy
+671,750
New +$168M 0.52% 52
2023
Q2 		– Sell
-378,345
Closed -$64.9M – 98
2023
Q1 		$64.9M Buy
+378,345
New +$68.8M 0.3% 57
2018
Q1 		– Sell
-495,762
Closed -$67.2M – 73
2017
Q4 		$67.2M Buy
+495,762
New +$65.4M 0.41% 39

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Andreas Halvorsen's TRV Position: Q1 2025 in Review

Andreas Halvorsen sold out of Travelers Companies (TRV) in Q1 2025, closing a stake of 671,750 shares — an estimated $162M sold.

Andreas Halvorsen first reported a position in TRV in Q4 2017 and held it in 3 quarters. The position peaked at $162M in Q4 2024. 1,636 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

  • Andreas Halvorsen reported no remaining Travelers Companies position as of Q1 2025 after selling out during the quarter.
  • Andreas Halvorsen sold 671,750 Travelers Companies shares in Q1 2025, an estimated $162M.
  • Andreas Halvorsen first reported a position in Travelers Companies in Q4 2017 and held it in 3 quarters.
  • Andreas Halvorsen's Travelers Companies position peaked at $162M in Q4 2024.
  • 1,636 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Viking Global Investors's 13F filing for Q1 2025, filed 15 May 2025.