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Certuity’s Travelers Companies TRV Stock Holding History

Certuity’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 		$279K Buy
844
+99
+13% +$30K 0.01% 517
2026
Q1 		$217K Buy
+745
New +$218K 0.01% 576
2024
Q2 		– Sell
-988
Closed -$227K – 387
2024
Q1 		$227K Buy
+988
New +$211K 0.02% 286
2022
Q2 		– Sell
-1,438
Closed -$263K – 294
2022
Q1 		$263K Buy
+1,438
New +$247K 0.06% 237

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Certuity's TRV Position: Q2 2026 in Review

Certuity increased its Travelers Companies (TRV) stake by 13% in Q2 2026, buying an estimated $30K and bringing the position to 844 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #517.

Certuity first reported a position in TRV in Q1 2022 and has held it in 4 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Certuity held 844 shares of Travelers Companies worth $279K as of Q2 2026.
  • Certuity bought 99 Travelers Companies shares in Q2 2026, an estimated $30K.
  • Travelers Companies made up 0.01% of Certuity's portfolio in Q2 2026, its #517 holding.
  • Certuity first reported a position in Travelers Companies in Q1 2022 and has held it in 4 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.