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Cloud Capital Management’s Travelers Companies TRV Stock Holding History

Cloud Capital 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
2025
Q4 		– Sell
-54
Closed -$15K – 1381
2025
Q3 		$15K Buy
+54
New +$14.5K 0.01% 296

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cloud Capital Management's TRV Position: Q4 2025 in Review

Cloud Capital Management sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 54 shares — an estimated $15K sold.

Cloud Capital Management first reported a position in TRV in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 1,777 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Cloud Capital Management reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 54 Travelers Companies shares in Q4 2025, an estimated $15K.
  • Cloud Capital Management first reported a position in Travelers Companies in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's Travelers Companies position peaked at $15K in Q3 2025.
  • 1,777 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.