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
Q2 		$2.12M Sell
6,417
-46
-0.7% -$13.9K 0.04% 371
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 $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

Callan Family Office's TRV Position: Q2 2026 in Review

Callan Family Office reduced its Travelers Companies (TRV) stake by 0.71% in Q2 2026, selling an estimated $13.9K and leaving 6,417 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #371.

Callan Family Office first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Callan Family Office held 6,417 shares of Travelers Companies worth $2.12M as of Q2 2026.
  • Callan Family Office sold 46 Travelers Companies shares in Q2 2026, an estimated $13.9K.
  • Travelers Companies made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #371 holding.
  • Callan Family Office first reported a position in Travelers Companies in Q4 2024 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 Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.