Choate Investment Advisors’s Travelers Companies TRV Stock Holding History

Choate Investment Advisors’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	$2.64M	Sell	9,066 -33	-0.4%	-$9.67K	0.05%	135
2025 Q4	$2.64M	Sell	9,099 -142	-2%	-$40K	0.05%	131
2025 Q3	$2.58M	Hold	9,241	–	–	0.05%	136
2025 Q2	$2.47M	Buy	9,241 +1,330	+17%	+$351K	0.05%	127
2025 Q1	$2.09M	Buy	7,911 +21	+0.3%	+$5.23K	0.05%	132
2024 Q4	$1.9M	Buy	7,890 +177	+2%	+$44.2K	0.05%	141
2024 Q3	$1.81M	Sell	7,713 -94	-1%	-$20.7K	0.05%	145
2024 Q2	$1.59M	Sell	7,807 -460	-6%	-$98.9K	0.04%	148
2024 Q1	$1.9M	Buy	8,267 +190	+2%	+$40.6K	0.05%	148
2023 Q4	$1.54M	Buy	8,077 +83	+1%	+$14.4K	0.05%	147
2023 Q3	$1.31M	Buy	7,994 +645	+9%	+$108K	0.05%	134
2023 Q2	$1.28M	Buy	7,349 +4,610	+168%	+$813K	0.05%	118
2023 Q1	$469K	Hold	2,739	–	–	0.02%	189
2022 Q4	$514K	Buy	2,739 +265	+11%	+$47.7K	0.03%	179
2022 Q3	$379K	Sell	2,474 -5	-0.2%	-$813	0.03%	186
2022 Q2	$420K	Sell	2,479 -618	-20%	-$107K	0.03%	184
2022 Q1	$566K	Sell	3,097 -948	-23%	-$163K	0.03%	186
2021 Q4	$633K	Sell	4,045 -240	-6%	-$37.5K	0.04%	160
2021 Q3	$651K	Buy	4,285 +5	+0.1%	+$774	0.04%	157
2021 Q2	$641K	Buy	4,280 +3	+0.1%	+$465	0.04%	159
2021 Q1	$643K	Sell	4,277 -15	-0.3%	-$2.21K	0.04%	154
2020 Q4	$602K	Sell	4,292 -358	-8%	-$46K	0.04%	144
2020 Q3	$503K	Sell	4,650 -355	-7%	-$40.7K	0.03%	156
2020 Q2	$571K	Sell	5,005 -85	-2%	-$8.96K	0.04%	140
2020 Q1	$506K	Sell	5,090 -30	-0.6%	-$3.73K	0.04%	148
2019 Q4	$701K	Sell	5,120 -155	-3%	-$21.1K	0.04%	133
2019 Q3	$784K	Sell	5,275 -220	-4%	-$32.7K	0.05%	127
2019 Q2	$822K	Sell	5,495 -5	-0.1%	-$721	0.05%	126
2019 Q1	$754K	Sell	5,500 -250	-4%	-$32K	0.04%	130
2018 Q4	$689K	Sell	5,750 -295	-5%	-$36.9K	0.04%	128
2018 Q3	$784K	Sell	6,045 -25	-0.4%	-$3.23K	0.04%	112
2018 Q2	$743K	Sell	6,070 -360	-6%	-$47.2K	0.04%	134
2018 Q1	$893K	Sell	6,430 -291	-4%	-$40.6K	0.05%	126
2017 Q4	$912K	Buy	6,721 +634	+10%	+$83.7K	0.05%	131
2017 Q3	$746K	Sell	6,087 -501	-8%	-$62.6K	0.04%	142
2017 Q2	$834K	Buy	6,588 +280	+4%	+$34.5K	0.05%	135
2017 Q1	$760K	Sell	6,308 -35	-0.6%	-$4.21K	0.04%	137
2016 Q4	$777K	Buy	6,343 +255	+4%	+$29.1K	0.05%	125
2016 Q3	$697K	Buy	6,088 +85	+1%	+$9.95K	0.05%	132
2016 Q2	$715K	Buy	6,003 +771	+15%	+$87.2K	0.05%	123
2016 Q1	$611K	Buy	5,232 +509	+11%	+$55.6K	0.04%	134
2015 Q4	$500K	Sell	4,723 -985	-17%	-$109K	0.04%	165
2015 Q3	$568K	Buy	5,708 +992	+21%	+$101K	0.04%	144
2015 Q2	$456K	Buy	4,716 +47	+1%	+$4.81K	0.03%	170
2015 Q1	$505K	Sell	4,669 -54	-1%	-$5.77K	0.03%	167
2014 Q4	$500K	Buy	4,723 +54	+1%	+$5.45K	0.03%	166
2014 Q3	$439K	Sell	4,669 -682	-13%	-$63.6K	0.03%	182
2014 Q2	$503K	Sell	5,351 -263	-5%	-$24K	0.03%	179
2014 Q1	$478K	Sell	5,614 -5	-0.1%	-$420	0.03%	181
2013 Q4	$509K	Buy	5,619 +710	+14%	+$62K	0.03%	172
2013 Q3	$416K	Buy	4,909 +175	+4%	+$14.5K	0.03%	181
2013 Q2	$378K	Buy	+4,734	New	+$398K	0.03%	186

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Choate Investment Advisors's TRV Position: Q1 2026 in Review

Choate Investment Advisors reduced its Travelers Companies (TRV) stake by 0.36% in Q1 2026, selling an estimated $9.67K and leaving 9,066 shares worth $2.64M. The position accounts for 0.05% of the portfolio, ranked #135.

Choate Investment Advisors first reported a position in TRV in Q2 2013 and has held it in 52 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Choate Investment Advisors held 9,066 shares of Travelers Companies worth $2.64M as of Q1 2026.
Choate Investment Advisors sold 33 Travelers Companies shares in Q1 2026, an estimated $9.67K.
Travelers Companies made up 0.05% of Choate Investment Advisors's portfolio in Q1 2026, its #135 holding.
Choate Investment Advisors first reported a position in Travelers Companies in Q2 2013 and has held it in 52 quarters since.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.