CJ
TRV icon

Caitlin John’s Travelers Companies TRV Stock Holding History

Caitlin John’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 		$360K Buy
1,233
+24
+2% +$7.03K 0.22% 84
2025
Q4 		$351K Buy
+1,209
New +$340K 0.23% 106
2024
Q2 		– Sell
-75
Closed -$17.4K – 951
2024
Q1 		$17.4K Sell
75
-50
-40% -$10.7K 0.01% 379
2023
Q4 		$23.8K Buy
+125
New +$21.6K 0.02% 314

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

Caitlin John's TRV Position: Q1 2026 in Review

Caitlin John increased its Travelers Companies (TRV) stake by 2% in Q1 2026, buying an estimated $7.03K and bringing the position to 1,233 shares worth $360K. The position accounts for 0.22% of the portfolio, ranked #84.

Caitlin John first reported a position in TRV in Q4 2023 and has held it in 4 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Caitlin John held 1,233 shares of Travelers Companies worth $360K as of Q1 2026.
  • Caitlin John bought 24 Travelers Companies shares in Q1 2026, an estimated $7.03K.
  • Travelers Companies made up 0.22% of Caitlin John's portfolio in Q1 2026, its #84 holding.
  • Caitlin John first reported a position in Travelers Companies in Q4 2023 and has held it in 4 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.