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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
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 $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

Bridgewater Advisors's TRV Position: Q1 2026 in Review

Bridgewater Advisors reduced its Travelers Companies (TRV) stake by 1.3% in Q1 2026, selling an estimated $8.49K and leaving 2,224 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #203.

Bridgewater Advisors first reported a position in TRV in Q3 2021 and has held it in 6 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Bridgewater Advisors held 2,224 shares of Travelers Companies worth $656K as of Q1 2026.
  • Bridgewater Advisors sold 29 Travelers Companies shares in Q1 2026, an estimated $8.49K.
  • Travelers Companies made up 0.04% of Bridgewater Advisors's portfolio in Q1 2026, its #203 holding.
  • Bridgewater Advisors first reported a position in Travelers Companies in Q3 2021 and has held it in 6 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

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