Garde Capital’s Travelers Companies TRV Stock Holding History

Garde 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
2025 Q3	–	Sell	-15	Closed	-$4.01K	–	757
2025 Q2	$4.01K	Hold	15	–	–	﹤0.01%	575
2025 Q1	$3.97K	Buy	+15	New	+$3.74K	﹤0.01%	555

Other funds holding TRV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garde Capital's TRV Position: Q3 2025 in Review

Garde Capital sold out of Travelers Companies (TRV) in Q3 2025, closing a stake of 15 shares — an estimated $4.01K sold.

Garde Capital first reported a position in TRV in Q1 2025 and held it in 2 quarters. The position peaked at $4.01K in Q2 2025. 1,666 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

Garde Capital reported no remaining Travelers Companies position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 15 Travelers Companies shares in Q3 2025, an estimated $4.01K.
Garde Capital first reported a position in Travelers Companies in Q1 2025 and held it in 2 quarters.
Garde Capital's Travelers Companies position peaked at $4.01K in Q2 2025.
1,666 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.