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Arjuna Capital’s Travelers Companies TRV Stock Holding History

Arjuna Capital’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 		$5.12M Buy
17,560
+488
+3% +$143K 1.3% 13
2025
Q4 		$4.95M Sell
17,072
-439
-3% -$124K 1.21% 13
2025
Q3 		$4.89M Sell
17,511
-151
-0.9% -$40.4K 1.22% 15
2025
Q2 		$4.73M Sell
17,662
-805
-4% -$212K 1.25% 17
2025
Q1 		$4.88M Sell
18,467
-1,935
-9% -$482K 1.35% 16
2024
Q4 		$4.91M Sell
20,402
-543
-3% -$136K 1.31% 23
2024
Q3 		$4.9M Buy
+20,945
New +$4.62M 1.27% 23
2023
Q2 		– Sell
-18,579
Closed -$3.18M – 102
2023
Q1 		$3.18M Buy
18,579
+614
+3% +$112K 1.25% 21
2022
Q4 		$3.37M Buy
17,965
+466
+3% +$83.8K 1.55% 18
2022
Q3 		$2.68M Sell
17,499
-7,096
-29% -$1.15M 1.32% 25
2022
Q2 		$4.16M Buy
24,595
+17,830
+264% +$3.1M 2.01% 16
2022
Q1 		$1.24M Buy
+6,765
New +$1.16M 0.52% 55
2021
Q1 		– Sell
-6,818
Closed -$957K – 108
2020
Q4 		$957K Buy
6,818
+163
+2% +$20.9K 0.53% 54
2020
Q3 		$720K Buy
+6,655
New +$763K 0.45% 62
2020
Q1 		– Sell
-9,516
Closed -$1.3M – 96
2019
Q4 		$1.3M Sell
9,516
-1,349
-12% -$184K 0.94% 39
2019
Q3 		$1.62M Buy
10,865
+201
+2% +$29.9K 1.38% 30
2019
Q2 		$1.59M Buy
10,664
+246
+2% +$35.5K 1.15% 33
2019
Q1 		$1.43M Sell
10,418
-2,693
-21% -$345K 1.1% 33
2018
Q4 		$1.57M Sell
13,111
-1,037
-7% -$130K 1.43% 22
2018
Q3 		$1.83M Sell
14,148
-38
-0.3% -$4.9K 1.38% 25
2018
Q2 		$1.74M Buy
14,186
+26
+0.2% +$3.41K 1.41% 26
2018
Q1 		$1.97M Buy
14,160
+405
+3% +$56.6K 1.66% 18
2017
Q4 		$1.87M Buy
+13,755
New +$1.82M 1.75% 21

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

Arjuna Capital's TRV Position: Q1 2026 in Review

Arjuna Capital increased its Travelers Companies (TRV) stake by 2.9% in Q1 2026, buying an estimated $143K and bringing the position to 17,560 shares worth $5.12M. The position accounts for 1.3% of the portfolio, ranked #13.

Arjuna Capital first reported a position in TRV in Q4 2017 and has held it in 23 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Arjuna Capital held 17,560 shares of Travelers Companies worth $5.12M as of Q1 2026.
  • Arjuna Capital bought 488 Travelers Companies shares in Q1 2026, an estimated $143K.
  • Travelers Companies made up 1.3% of Arjuna Capital's portfolio in Q1 2026, its #13 holding.
  • Arjuna Capital first reported a position in Travelers Companies in Q4 2017 and has held it in 23 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Arjuna Capital's 13F filing for Q1 2026, filed 6 May 2026.