GSEP
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Golden State Equity Partners’s Travelers Companies TRV Stock Holding History

Golden State Equity Partners’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 		– Sell
-1,532
Closed -$447K – 1631
2026
Q1 		$447K Buy
1,532
+507
+49% +$149K 0.03% 479
2025
Q4 		$297K Sell
1,025
-119
-10% -$33.5K 0.05% 395
2025
Q3 		$319K Sell
1,144
-284
-20% -$76.1K 0.05% 346
2025
Q2 		$382K Sell
1,428
-135
-9% -$35.6K 0.07% 291
2025
Q1 		$413K Sell
1,563
-85
-5% -$21.2K 0.08% 279
2024
Q4 		$397K Sell
1,648
-332
-17% -$82.9K 0.08% 280
2024
Q3 		$464K Buy
1,980
+256
+15% +$56.4K 0.07% 265
2024
Q2 		$351K Buy
+1,724
New +$371K 0.07% 292
2023
Q4 		$375K Buy
1,971
+14
+0.7% +$2.42K 0.09% 234
2023
Q3 		$320K Buy
1,957
+351
+22% +$58.6K 0.09% 246
2023
Q2 		$279K Buy
1,606
+157
+11% +$27.7K 0.08% 295
2023
Q1 		$248K Buy
+1,449
New +$263K 0.13% 169
2022
Q1 		$255K Sell
1,398
-27
-2% -$4.63K 0.13% 160
2021
Q4 		$223K Sell
1,425
-20
-1% -$3.13K 0.11% 154
2021
Q3 		$220K Buy
1,445
+75
+5% +$11.6K 0.09% 213
2021
Q2 		$205K Sell
1,370
-324
-19% -$50.3K 0.08% 226
2021
Q1 		$255K Buy
1,694
+240
+17% +$35.3K 0.15% 141
2020
Q4 		$204K Buy
+1,454
New +$187K 0.14% 166

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Golden State Equity Partners's TRV Position: Q2 2026 in Review

Golden State Equity Partners sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 1,532 shares — an estimated $447K sold.

Golden State Equity Partners first reported a position in TRV in Q4 2020 and held it in 18 quarters. The position peaked at $464K in Q3 2024. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Golden State Equity Partners reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,532 Travelers Companies shares in Q2 2026, an estimated $447K.
  • Golden State Equity Partners first reported a position in Travelers Companies in Q4 2020 and held it in 18 quarters.
  • Golden State Equity Partners's Travelers Companies position peaked at $464K in Q3 2024.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.