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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financiere des Professionnels's TRV Position: Q1 2026 in Review

Financiere des Professionnels held its Travelers Companies (TRV) position steady in Q1 2026 at 2,111 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #227.

Financiere des Professionnels first reported a position in TRV in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.58M in Q3 2023. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Financiere des Professionnels held 2,111 shares of Travelers Companies worth $616K as of Q1 2026.
Financiere des Professionnels left its Travelers Companies share count unchanged in Q1 2026.
Travelers Companies made up 0.04% of Financiere des Professionnels's portfolio in Q1 2026, its #227 holding.
Financiere des Professionnels first reported a position in Travelers Companies in Q3 2023 and has held it in 9 quarters since.
Financiere des Professionnels's Travelers Companies position peaked at $1.58M in Q3 2023.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.