Frank Rimerman Advisors’s Travelers Companies TRV Stock Holding History

Frank Rimerman Advisors’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	$907K	Buy	3,109 +76	+3%	+$22.3K	0.06%	261
2025 Q4	$880K	Sell	3,033 -11	-0.4%	-$3.1K	0.06%	253
2025 Q3	$850K	Sell	3,044 -24	-0.8%	-$6.43K	0.05%	249
2025 Q2	$821K	Sell	3,068 -300	-9%	-$79.1K	0.06%	248
2025 Q1	$891K	Buy	3,368 +395	+13%	+$98.4K	0.07%	211
2024 Q4	$716K	Buy	2,973 +1	+0%	+$250	0.05%	244
2024 Q3	$696K	Sell	2,972 -160	-5%	-$35.3K	0.05%	273
2024 Q2	$637K	Buy	3,132 +3,123	+34,700%	+$671K	0.05%	291
2024 Q1	$2.07K	Hold	9	–	–	﹤0.01%	278
2023 Q4	$1.71K	Buy	+9	New	+$1.56K	﹤0.01%	278

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

Frank Rimerman Advisors's TRV Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Travelers Companies (TRV) stake by 2.5% in Q1 2026, buying an estimated $22.3K and bringing the position to 3,109 shares worth $907K. The position accounts for 0.06% of the portfolio, ranked #261.

Frank Rimerman Advisors first reported a position in TRV in Q4 2023 and has held it in 10 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Frank Rimerman Advisors held 3,109 shares of Travelers Companies worth $907K as of Q1 2026.
Frank Rimerman Advisors bought 76 Travelers Companies shares in Q1 2026, an estimated $22.3K.
Travelers Companies made up 0.06% of Frank Rimerman Advisors's portfolio in Q1 2026, its #261 holding.
Frank Rimerman Advisors first reported a position in Travelers Companies in Q4 2023 and has held it in 10 quarters since.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.