Financiere des Professionnels’s Travelers Companies TRV Stock Holding History

Financiere des Professionnels’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	–	Sell	-2,111	Closed	-$616K	–	414
2026 Q1	$616K	Hold	2,111	–	–	0.04%	227
2025 Q4	$612K	Buy	+2,111	New	+$594K	0.03%	214
2025 Q2	–	Sell	-5,665	Closed	-$1.5M	–	392
2025 Q1	$1.5M	Sell	5,665 -235	-4%	-$58.5K	0.1%	122
2024 Q4	$1.42M	Hold	5,900	–	–	0.1%	127
2024 Q3	$1.38M	Buy	5,900 +71	+1%	+$15.7K	0.09%	121
2024 Q2	$1.19M	Buy	5,829 +42	+0.7%	+$9.03K	0.09%	127
2024 Q1	$1.33M	Hold	5,787	–	–	0.11%	118
2023 Q4	$1.1M	Sell	5,787 -3,901	-40%	-$675K	0.1%	120
2023 Q3	$1.58M	Buy	+9,688	New	+$1.62M	0.15%	113

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

Financiere des Professionnels's TRV Position: Q2 2026 in Review

Financiere des Professionnels sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 2,111 shares — an estimated $616K sold.

Financiere des Professionnels first reported a position in TRV in Q3 2023 and held it in 9 quarters. The position peaked at $1.58M in Q3 2023. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Financiere des Professionnels reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
Financiere des Professionnels sold 2,111 Travelers Companies shares in Q2 2026, an estimated $616K.
Financiere des Professionnels first reported a position in Travelers Companies in Q3 2023 and held it in 9 quarters.
Financiere des Professionnels's Travelers Companies position peaked at $1.58M in Q3 2023.
1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.