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Cromwell Holdings’s Travelers Companies TRV Stock Holding History

Cromwell Holdings’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 		$208K Hold
631
– – 0.09% 197
2026
Q1 		$184K Hold
631
– – 0.1% 200
2025
Q4 		$183K Hold
631
– – 0.1% 198
2025
Q3 		$176K Hold
631
– – 0.09% 204
2025
Q2 		$169K Hold
631
– – 0.1% 199
2025
Q1 		$167K Hold
631
– – 0.11% 188
2024
Q4 		$152K Hold
631
– – 0.09% 208
2024
Q3 		$148K Hold
631
– – 0.09% 218
2024
Q2 		$128K Buy
+631
New +$136K 0.08% 228

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

Cromwell Holdings's TRV Position: Q2 2026 in Review

Cromwell Holdings held its Travelers Companies (TRV) position steady in Q2 2026 at 631 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #197.

Cromwell Holdings first reported a position in TRV in Q2 2024 and has held it in 9 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Cromwell Holdings held 631 shares of Travelers Companies worth $208K as of Q2 2026.
  • Cromwell Holdings left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.09% of Cromwell Holdings's portfolio in Q2 2026, its #197 holding.
  • Cromwell Holdings first reported a position in Travelers Companies in Q2 2024 and has held it in 9 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.