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Chilton Investment Company’s Travelers Companies TRV Stock Holding History

Chilton Investment Company’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 		$260K Sell
892
-8,883
-91% -$2.6M 0.01% 262
2025
Q4 		$2.84M Hold
9,775
– – 0.06% 100
2025
Q3 		$2.73M Buy
+9,775
New +$2.62M 0.06% 102

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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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VPM
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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

Chilton Investment Company's TRV Position: Q1 2026 in Review

Chilton Investment Company reduced its Travelers Companies (TRV) stake by 91% in Q1 2026, selling an estimated $2.6M and leaving 892 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #262.

Chilton Investment Company first reported a position in TRV in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.84M in Q4 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Chilton Investment Company held 892 shares of Travelers Companies worth $260K as of Q1 2026.
  • Chilton Investment Company sold 8,883 Travelers Companies shares in Q1 2026, an estimated $2.6M.
  • Travelers Companies made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #262 holding.
  • Chilton Investment Company first reported a position in Travelers Companies in Q3 2025 and has held it in 3 quarters since.
  • Chilton Investment Company's Travelers Companies position peaked at $2.84M in Q4 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.