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Bridgewater Advisors’s Travelers Companies TRV Stock Holding History

Bridgewater 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
Q2 		$841K Buy
2,250
+26
+1% +$7.88K 0.05% 187
2026
Q1 		$656K Sell
2,224
-29
-1% -$8.49K 0.04% 203
2025
Q4 		$610K Buy
2,253
+25
+1% +$7.04K 0.04% 221
2025
Q3 		$616K Buy
2,228
+141
+7% +$37.8K 0.04% 209
2025
Q2 		$542K Buy
2,087
+157
+8% +$41.4K 0.04% 231
2025
Q1 		$510K Buy
+1,930
New +$481K 0.04% 219
2021
Q4 		– Sell
-1,329
Closed -$202K – 267
2021
Q3 		$202K Buy
+1,329
New +$206K 0.06% 229

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bridgewater Advisors's TRV Position: Q2 2026 in Review

Bridgewater Advisors increased its Travelers Companies (TRV) stake by 1.2% in Q2 2026, buying an estimated $7.88K and bringing the position to 2,250 shares worth $841K. The position accounts for 0.05% of the portfolio, ranked #187.

Bridgewater Advisors first reported a position in TRV in Q3 2021 and has held it in 7 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Bridgewater Advisors held 2,250 shares of Travelers Companies worth $841K as of Q2 2026.
  • Bridgewater Advisors bought 26 Travelers Companies shares in Q2 2026, an estimated $7.88K.
  • Travelers Companies made up 0.05% of Bridgewater Advisors's portfolio in Q2 2026, its #187 holding.
  • Bridgewater Advisors first reported a position in Travelers Companies in Q3 2021 and has held it in 7 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.