Dockside LLC’s Travelers Companies TRV Stock Holding History

Dockside LLC’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	–	Sell	-8,247	Closed	-$2.39M	–	323
2025 Q4	$2.39M	Buy	+8,247	New	+$2.32M	0.61%	52

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dockside LLC's TRV Position: Q1 2026 in Review

Dockside LLC sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 8,247 shares — an estimated $2.39M sold.

Dockside LLC first reported a position in TRV in Q4 2025 and held it in 1 quarter. The position peaked at $2.39M in Q4 2025. 1,800 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Dockside LLC reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
Dockside LLC sold 8,247 Travelers Companies shares in Q1 2026, an estimated $2.39M.
Dockside LLC first reported a position in Travelers Companies in Q4 2025 and held it in 1 quarter.
Dockside LLC's Travelers Companies position peaked at $2.39M in Q4 2025.
1,800 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Dockside LLC's 13F filing for Q1 2026, filed 11 May 2026.