Clear Harbor Asset Management’s Travelers Companies TRV Stock Holding History

Clear Harbor Asset Management’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
2016 Q1	–	Sell	-9,000	Closed	-$21K	–	277
2015 Q4	$21K	Buy	+9,000	New	+$1,000K	﹤0.01%	261

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

Clear Harbor Asset Management's TRV Position: Q1 2026 in Review

Clear Harbor Asset Management increased its Travelers Companies (TRV) stake by 5.1% in Q1 2026, buying an estimated $43.1K and bringing the position to 3,026 shares worth $883K. The position accounts for 0.06% of the portfolio, ranked #217.

Clear Harbor Asset Management first reported a position in TRV in Q2 2014 and has held it in 46 quarters since. The position peaked at $2.01M in Q2 2015. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Clear Harbor Asset Management held 3,026 shares of Travelers Companies worth $883K as of Q1 2026.
Clear Harbor Asset Management bought 147 Travelers Companies shares in Q1 2026, an estimated $43.1K.
Travelers Companies made up 0.06% of Clear Harbor Asset Management's portfolio in Q1 2026, its #217 holding.
Clear Harbor Asset Management first reported a position in Travelers Companies in Q2 2014 and has held it in 46 quarters since.
Clear Harbor Asset Management's Travelers Companies position peaked at $2.01M in Q2 2015.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.