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Atomi Financial Group’s Travelers Companies TRV Stock Holding History

Atomi Financial Group’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 		$1.2M Sell
4,101
-196
-5% -$57.4K 0.04% 377
2025
Q4 		$1.25M Buy
4,297
+273
+7% +$76.8K 0.04% 346
2025
Q3 		$1.12M Buy
4,024
+628
+18% +$168K 0.04% 338
2025
Q2 		$908K Buy
3,396
+200
+6% +$52.7K 0.03% 370
2025
Q1 		$845K Buy
3,196
+411
+15% +$102K 0.04% 357
2024
Q4 		$671K Buy
2,785
+343
+14% +$85.6K 0.03% 369
2024
Q3 		$572K Buy
2,442
+495
+25% +$109K 0.04% 404
2024
Q2 		$396K Buy
1,947
+42
+2% +$9.03K 0.03% 463
2024
Q1 		$438K Buy
1,905
+325
+21% +$69.4K 0.04% 387
2023
Q4 		$301K Buy
+1,580
New +$274K 0.04% 412

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

Atomi Financial Group's TRV Position: Q1 2026 in Review

Atomi Financial Group reduced its Travelers Companies (TRV) stake by 4.6% in Q1 2026, selling an estimated $57.4K and leaving 4,101 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #377.

Atomi Financial Group first reported a position in TRV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Atomi Financial Group held 4,101 shares of Travelers Companies worth $1.2M as of Q1 2026.
  • Atomi Financial Group sold 196 Travelers Companies shares in Q1 2026, an estimated $57.4K.
  • Travelers Companies made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #377 holding.
  • Atomi Financial Group first reported a position in Travelers Companies in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Travelers Companies position peaked at $1.25M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.