Farmers & Merchants Investments Inc’s Travelers Companies TRV Stock Holding History

Farmers & Merchants Investments Inc’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	$364K	Sell	1,103 -5	-0.5%	-$1.51K	0.01%	271
2026 Q1	$323K	Hold	1,108	–	–	0.01%	267
2025 Q4	$321K	Hold	1,108	–	–	0.01%	269
2025 Q3	$309K	Hold	1,108	–	–	0.01%	270
2025 Q2	$296K	Hold	1,108	–	–	0.01%	275
2025 Q1	$293K	Hold	1,108	–	–	0.01%	275
2024 Q4	$267K	Hold	1,108	–	–	0.01%	287
2024 Q3	$259K	Hold	1,108	–	–	0.01%	287
2024 Q2	$225K	Hold	1,108	–	–	0.01%	288
2024 Q1	$255K	Hold	1,108	–	–	0.01%	275
2023 Q4	$211K	Hold	1,108	–	–	0.01%	282
2023 Q3	$181K	Sell	1,108 -3	-0.3%	-$501	0.01%	285
2023 Q2	$193K	Sell	1,111 -17	-2%	-$3K	0.01%	286
2023 Q1	$193K	Buy	1,128 +40	+4%	+$7.27K	0.01%	288
2022 Q4	$204K	Hold	1,088	–	–	0.01%	285
2022 Q3	$167K	Buy	1,088 +25	+2%	+$4.06K	0.01%	299
2022 Q2	$180K	Sell	1,063 -20	-2%	-$3.48K	0.01%	289
2022 Q1	$198K	Hold	1,083	–	–	0.01%	291
2021 Q4	$169K	Hold	1,083	–	–	0.01%	301
2021 Q3	$165K	Sell	1,083 -7,395	-87%	-$1.14M	0.01%	291
2021 Q2	$1.27M	Hold	8,478	–	–	0.06%	163
2021 Q1	$1.27M	Sell	8,478 -491	-5%	-$72.2K	0.06%	163
2020 Q4	$1.26M	Hold	8,969	–	–	0.07%	162
2020 Q3	$970K	Sell	8,969 -65	-0.7%	-$7.45K	0.06%	166
2020 Q2	$1.03M	Hold	9,034	–	–	0.07%	160
2020 Q1	$898K	Hold	9,034	–	–	0.07%	158
2019 Q4	$1.24M	Hold	9,034	–	–	0.08%	151
2019 Q3	$1.34M	Hold	9,034	–	–	0.08%	152
2019 Q2	$1.35M	Buy	9,034 +9	+0.1%	+$1.3K	0.09%	151
2019 Q1	$1.24M	Buy	9,025 +1,019	+13%	+$130K	0.08%	152
2018 Q4	$959K	Hold	8,006	–	–	0.07%	151
2018 Q3	$1.04M	Sell	8,006 -16	-0.2%	-$2.06K	0.07%	153
2018 Q2	$981K	Buy	8,022 +25	+0.3%	+$3.27K	0.07%	157
2018 Q1	$1.11M	Hold	7,997	–	–	0.08%	154
2017 Q4	$1.08M	Buy	7,997 +9	+0.1%	+$1.19K	0.08%	159
2017 Q3	$979K	Buy	7,988 +532	+7%	+$66.4K	0.08%	160
2017 Q2	$943K	Buy	7,456 +41	+0.6%	+$5.05K	0.08%	161
2017 Q1	$894K	Sell	7,415 -311	-4%	-$37.4K	0.08%	162
2016 Q4	$946K	Buy	7,726 +311	+4%	+$35.5K	0.09%	166
2016 Q3	$849K	Hold	7,415	–	–	0.09%	158
2016 Q2	$883K	Hold	7,415	–	–	0.1%	150
2016 Q1	$865K	Sell	7,415 -18	-0.2%	-$1.97K	0.1%	150
2015 Q4	$839K	Buy	7,433 +18	+0.2%	+$2K	0.11%	148
2015 Q3	$738K	Buy	7,415 +5,000	+207%	+$511K	0.1%	150
2015 Q2	$233K	Buy	2,415 +1,828	+311%	+$187K	0.03%	193
2015 Q1	$63K	Hold	587	–	–	0.01%	270
2014 Q4	$62K	Hold	587	–	–	0.01%	264
2014 Q3	$55K	Buy	587 +300	+105%	+$28K	0.01%	275
2014 Q2	$27K	Sell	287 -50	-15%	-$4.56K	﹤0.01%	363
2014 Q1	$29K	Hold	337	–	–	﹤0.01%	353
2013 Q4	$31K	Hold	337	–	–	﹤0.01%	341
2013 Q3	$29K	Buy	337 +65	+24%	+$5.37K	﹤0.01%	343
2013 Q2	$22K	Buy	+272	New	+$22.9K	﹤0.01%	379

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Farmers & Merchants Investments Inc's TRV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Travelers Companies (TRV) stake by 0.45% in Q2 2026, selling an estimated $1.51K and leaving 1,103 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #271.

Farmers & Merchants Investments Inc first reported a position in TRV in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.35M in Q2 2019. 1,850 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Farmers & Merchants Investments Inc held 1,103 shares of Travelers Companies worth $364K as of Q2 2026.
Farmers & Merchants Investments Inc sold 5 Travelers Companies shares in Q2 2026, an estimated $1.51K.
Travelers Companies made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #271 holding.
Farmers & Merchants Investments Inc first reported a position in Travelers Companies in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's Travelers Companies position peaked at $1.35M in Q2 2019.
1,850 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.