EFMC
TRV icon

Empire Financial Management Company’s Travelers Companies TRV Stock Holding History

Empire Financial Management Company’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 		$3.73M Sell
12,803
-3,482
-21% -$1.02M 0.84% 36
2025
Q4 		$4.72M Buy
16,285
+70
+0.4% +$19.7K 1.03% 25
2025
Q3 		$4.53M Buy
16,215
+329
+2% +$88.1K 1.04% 28
2025
Q2 		$4.25M Buy
15,886
+295
+2% +$77.8K 1.23% 20
2025
Q1 		$4.12M Buy
15,591
+509
+3% +$127K 1.27% 17
2024
Q4 		$3.63M Sell
15,082
-1,119
-7% -$279K 1.13% 23
2024
Q3 		$3.79M Buy
16,201
+187
+1% +$41.2K 1.17% 19
2024
Q2 		$3.26M Buy
16,014
+622
+4% +$134K 1.08% 23
2024
Q1 		$3.54M Buy
15,392
+9
+0.1% +$1.92K 1.17% 18
2023
Q4 		$2.93M Buy
15,383
+435
+3% +$75.3K 1.15% 21
2023
Q3 		$2.44M Buy
14,948
+91
+0.6% +$15.2K 1.06% 23
2023
Q2 		$2.58M Buy
14,857
+110
+0.7% +$19.4K 1.03% 30
2023
Q1 		$2.53M Buy
+14,747
New +$2.68M 1.03% 30

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empire Financial Management Company's TRV Position: Q1 2026 in Review

Empire Financial Management Company reduced its Travelers Companies (TRV) stake by 21% in Q1 2026, selling an estimated $1.02M and leaving 12,803 shares worth $3.73M. The position accounts for 0.84% of the portfolio, ranked #36.

Empire Financial Management Company first reported a position in TRV in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.72M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Empire Financial Management Company held 12,803 shares of Travelers Companies worth $3.73M as of Q1 2026.
  • Empire Financial Management Company sold 3,482 Travelers Companies shares in Q1 2026, an estimated $1.02M.
  • Travelers Companies made up 0.84% of Empire Financial Management Company's portfolio in Q1 2026, its #36 holding.
  • Empire Financial Management Company first reported a position in Travelers Companies in Q1 2023 and has held it in 13 quarters since.
  • Empire Financial Management Company's Travelers Companies position peaked at $4.72M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.