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Clear Investment Research’s Travelers Companies TRV Stock Holding History

Clear Investment Research’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 		– Sell
-125
Closed -$36.5K – 209
2026
Q1 		$36.5K Buy
+125
New +$36.6K 0.06% 124
2025
Q4 		– Sell
-125
Closed -$34.9K – 220
2025
Q3 		$34.9K Buy
125
+14
+13% +$3.75K 0.05% 139
2025
Q2 		$29.7K Hold
111
– – 0.04% 129
2025
Q1 		$29.4K Hold
111
– – 0.04% 133
2024
Q4 		$26.8K Hold
111
– – 0.03% 135
2024
Q3 		$26K Hold
111
– – 0.03% 134
2024
Q2 		$22.6K Buy
111
+1
+0.9% +$215 0.03% 130
2024
Q1 		$25.4K Hold
110
– – 0.03% 129
2023
Q4 		$21K Buy
+110
New +$19K 0.03% 144
2019
Q4 		– Sell
-3
Closed – – 364
2019
Q3 		$0 Hold
3
– – ﹤0.01% 382
2019
Q2 		$0 Hold
3
– – ﹤0.01% 382
2019
Q1 		$0 Hold
3
– – ﹤0.01% 370
2018
Q4 		$0 Hold
3
– – ﹤0.01% 371
2018
Q3 		$0 Buy
+3
New +$387 ﹤0.01% 376

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

Clear Investment Research's TRV Position: Q2 2026 in Review

Clear Investment Research sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 125 shares — an estimated $36.5K sold.

Clear Investment Research first reported a position in TRV in Q3 2018 and held it in 14 quarters. The position peaked at $36.5K in Q1 2026. 1,852 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Clear Investment Research reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 125 Travelers Companies shares in Q2 2026, an estimated $36.5K.
  • Clear Investment Research first reported a position in Travelers Companies in Q3 2018 and held it in 14 quarters.
  • Clear Investment Research's Travelers Companies position peaked at $36.5K in Q1 2026.
  • 1,852 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.