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Baldwin Investment Management’s Travelers Companies TRV Stock Holding History

Baldwin 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
Q2 		$223K Buy
+675
New +$205K 0.02% 224
2025
Q3 		– Sell
-775
Closed -$207K – 213
2025
Q2 		$207K Sell
775
-26
-3% -$6.85K 0.03% 204
2025
Q1 		$212K Buy
+801
New +$200K 0.03% 196

Other funds holding TRV

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baldwin Investment Management's TRV Position: Q2 2026 in Review

Baldwin Investment Management opened a new position in Travelers Companies (TRV) in Q2 2026: 675 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Baldwin Investment Management previously reported a position in TRV as recently as Q2 2025.

Baldwin Investment Management first reported a position in TRV in Q1 2025 and has held it in 3 quarters since. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Baldwin Investment Management held 675 shares of Travelers Companies worth $223K as of Q2 2026.
  • Travelers Companies was a new Baldwin Investment Management position in Q2 2026.
  • Travelers Companies made up 0.02% of Baldwin Investment Management's portfolio in Q2 2026, its #224 holding.
  • Baldwin Investment Management first reported a position in Travelers Companies in Q1 2025 and has held it in 3 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.