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FinArc Investments’s Travelers Companies TRV Stock Holding History

FinArc Investments’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 		$5M Buy
15,160
+13
+0.1% +$3.94K 4.54% 4
2026
Q1 		$4.42M Buy
+15,147
New +$4.44M 4.25% 4

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FinArc Investments's TRV Position: Q2 2026 in Review

FinArc Investments increased its Travelers Companies (TRV) stake by 0.09% in Q2 2026, buying an estimated $3.94K and bringing the position to 15,160 shares worth $5M. The position accounts for 4.54% of the portfolio, ranked #4.

FinArc Investments first reported a position in TRV in Q1 2026 and has held it in 2 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • FinArc Investments held 15,160 shares of Travelers Companies worth $5M as of Q2 2026.
  • FinArc Investments bought 13 Travelers Companies shares in Q2 2026, an estimated $3.94K.
  • Travelers Companies made up 4.54% of FinArc Investments's portfolio in Q2 2026, its #4 holding.
  • FinArc Investments first reported a position in Travelers Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on FinArc Investments's 13F filing for Q2 2026, filed 13 Aug 2026.