FORA Capital
TRV icon

FORA Capital’s Travelers Companies TRV Stock Holding History

FORA Capital’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
Q3 		$2.59M Buy
+7,270
New +$2.66M 0.1% 193
2024
Q3 		– Sell
-26,325
Closed -$5.35M – 580
2024
Q2 		$5.35M Buy
+26,325
New +$5.66M 0.65% 42
2023
Q4 		– Sell
-15,274
Closed -$2.49M – 648
2023
Q3 		$2.49M Buy
15,274
+1,426
+10% +$238K 0.22% 128
2023
Q2 		$2.4M Sell
13,848
-3,381
-20% -$596K 0.34% 88
2023
Q1 		$2.95M Buy
17,229
+2,801
+19% +$509K 0.3% 106
2022
Q4 		$2.71M Buy
+14,428
New +$2.6M 0.44% 59
2022
Q2 		– Sell
-6,808
Closed -$1.26M – 685
2022
Q1 		$1.26M Buy
+6,808
New +$1.17M 0.23% 127
2020
Q4 		– Sell
-4,067
Closed -$440K – 1143
2020
Q3 		$440K Buy
4,067
+1,411
+53% +$162K 0.29% 75
2020
Q2 		$303K Buy
2,656
+1,925
+263% +$203K 0.1% 249
2020
Q1 		$73K Sell
731
-8,770
-92% -$1.09M 0.02% 687
2019
Q4 		$1.3M Buy
+9,501
New +$1.29M 0.13% 210

Other funds holding TRV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

FORA Capital's TRV Position: Q3 2026 in Review

FORA Capital opened a new position in Travelers Companies (TRV) in Q3 2026: 7,270 shares worth $2.59M. The stake represents 0.1% of the portfolio and ranks #193 among its holdings. This is a return to the name: FORA Capital previously reported a position in TRV as recently as Q2 2024.

FORA Capital first reported a position in TRV in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.35M in Q2 2024. 1,675 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

  • FORA Capital held 7,270 shares of Travelers Companies worth $2.59M as of Q3 2026.
  • Travelers Companies was a new FORA Capital position in Q3 2026.
  • Travelers Companies made up 0.1% of FORA Capital's portfolio in Q3 2026, its #193 holding.
  • FORA Capital first reported a position in Travelers Companies in Q4 2019 and has held it in 11 quarters since.
  • FORA Capital's Travelers Companies position peaked at $5.35M in Q2 2024.
  • 1,675 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.