CFO
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Callan Family Office’s Travelers Companies TRV Stock Holding History

Callan Family Office’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 		$1.89M Sell
6,463
-679
-10% -$199K 0.04% 373
2025
Q4 		$2.07M Buy
7,142
+2,680
+60% +$754K 0.04% 346
2025
Q3 		$1.25M Sell
4,462
-818
-15% -$219K 0.04% 343
2025
Q2 		$1.41M Buy
5,280
+3,542
+204% +$934K 0.04% 330
2025
Q1 		$460K Sell
1,738
-47
-3% -$11.7K 0.03% 341
2024
Q4 		$430K Buy
+1,785
New +$446K 0.03% 406

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

Callan Family Office's TRV Position: Q1 2026 in Review

Callan Family Office reduced its Travelers Companies (TRV) stake by 9.5% in Q1 2026, selling an estimated $199K and leaving 6,463 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #373.

Callan Family Office first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Callan Family Office held 6,463 shares of Travelers Companies worth $1.89M as of Q1 2026.
  • Callan Family Office sold 679 Travelers Companies shares in Q1 2026, an estimated $199K.
  • Travelers Companies made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #373 holding.
  • Callan Family Office first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Travelers Companies position peaked at $2.07M in Q4 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.