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Battery Global Advisors’s Travelers Companies TRV Stock Holding History

Battery Global Advisors’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 		$72.9K Sell
250
-4
-2% -$1.17K 0.04% 68
2025
Q4 		$73.7K Buy
254
+4
+2% +$1.13K 0.03% 70
2025
Q3 		$69.8K Hold
250
– – 0.03% 65
2025
Q2 		$66.9K Hold
250
– – 0.03% 63
2025
Q1 		$66.1K Hold
250
– – 0.04% 62
2024
Q4 		$60.2K Hold
250
– – 0.03% 64
2024
Q3 		$58.5K Buy
+250
New +$55.1K 0.03% 64

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

Battery Global Advisors's TRV Position: Q1 2026 in Review

Battery Global Advisors reduced its Travelers Companies (TRV) stake by 1.6% in Q1 2026, selling an estimated $1.17K and leaving 250 shares worth $72.9K. The position accounts for 0.04% of the portfolio, ranked #68.

Battery Global Advisors first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. The position peaked at $73.7K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Battery Global Advisors held 250 shares of Travelers Companies worth $72.9K as of Q1 2026.
  • Battery Global Advisors sold 4 Travelers Companies shares in Q1 2026, an estimated $1.17K.
  • Travelers Companies made up 0.04% of Battery Global Advisors's portfolio in Q1 2026, its #68 holding.
  • Battery Global Advisors first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Travelers Companies position peaked at $73.7K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.