Hanson & Doremus Investment Management’s Travelers Companies TRV Stock Holding History

Hanson & Doremus Investment Management’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	$1.24M	Sell	4,237 -65	-2%	-$19K	0.14%	83
2025 Q4	$1.25M	Sell	4,302 -497	-10%	-$140K	0.15%	78
2025 Q3	$1.34M	Sell	4,799 -4	-0.1%	-$1.07K	0.17%	73
2025 Q2	$1.28M	Sell	4,803 -355	-7%	-$93.6K	0.17%	73
2025 Q1	$1.36M	Buy	5,158 +173	+3%	+$43.1K	0.2%	71
2024 Q4	$1.2M	Buy	4,985 +580	+13%	+$145K	0.19%	69
2024 Q3	$1.03M	Sell	4,405 -4	-0.1%	-$882	0.16%	75
2024 Q2	$897K	Sell	4,409 -38	-0.9%	-$8.17K	0.15%	79
2024 Q1	$1.02M	Sell	4,447 -206	-4%	-$44K	0.18%	72
2023 Q4	$886K	Sell	4,653 -30	-0.6%	-$5.2K	0.17%	81
2023 Q3	$765K	Sell	4,683 -296	-6%	-$49.4K	0.16%	87
2023 Q2	$865K	Sell	4,979 -12	-0.2%	-$2.12K	0.18%	82
2023 Q1	$856K	Sell	4,991 -955	-16%	-$174K	0.19%	83
2022 Q4	$1.11M	Buy	5,946 +893	+18%	+$161K	0.24%	80
2022 Q3	$774K	Hold	5,053	–	–	0.2%	84
2022 Q2	$855K	Hold	5,053	–	–	0.21%	85
2022 Q1	$923K	Hold	5,053	–	–	0.2%	90
2021 Q4	$790K	Buy	5,053 +149	+3%	+$23.3K	0.17%	95
2021 Q3	$745K	Sell	4,904 -1,250	-20%	-$194K	0.17%	98
2021 Q2	$666K	Buy	6,154 +81	+1%	+$12.6K	0.2%	90
2021 Q1	$913K	Buy	6,073 +14	+0.2%	+$2.06K	0.21%	94
2020 Q4	$851K	Sell	6,059 -95	-2%	-$12.2K	0.21%	92
2020 Q3	$666K	Sell	6,154 -629	-9%	-$72.1K	0.2%	90
2020 Q2	$776K	Sell	6,783 -1,039	-13%	-$109K	0.25%	83
2020 Q1	$777K	Buy	7,822 +1,085	+16%	+$135K	0.26%	77
2019 Q4	$923K	Buy	6,737 +31	+0.5%	+$4.22K	0.26%	80
2019 Q3	$997K	Sell	6,706 -207	-3%	-$30.8K	0.31%	71
2019 Q2	$1.03M	Sell	6,913 -300	-4%	-$43.3K	0.33%	71
2019 Q1	$989K	Buy	7,213 +160	+2%	+$20.5K	0.33%	76
2018 Q4	$845K	Sell	7,053 -215	-3%	-$26.9K	0.31%	72
2018 Q3	$943K	Sell	7,268 -80	-1%	-$10.3K	0.3%	78
2018 Q2	$899K	Sell	7,348 -1,170	-14%	-$153K	0.3%	84
2018 Q1	$1.18M	Buy	8,518 +1,097	+15%	+$153K	0.37%	68
2017 Q4	$1.01M	Sell	7,421 -15	-0.2%	-$1.98K	0.34%	75
2017 Q3	$911K	Hold	7,436	–	–	0.32%	82
2017 Q2	$941K	Sell	7,436 -88	-1%	-$10.8K	0.35%	75
2017 Q1	$907K	Sell	7,524 -221	-3%	-$26.6K	0.36%	74
2016 Q4	$948K	Sell	7,745 -161	-2%	-$18.4K	0.41%	69
2016 Q3	$906K	Sell	7,906 -455	-5%	-$53.3K	0.42%	70
2016 Q2	$995K	Sell	8,361 -302	-3%	-$34.2K	0.45%	64
2016 Q1	$1.01M	Sell	8,663 -395	-4%	-$43.1K	0.46%	63
2015 Q4	$1.02M	Sell	9,058 -10	-0.1%	-$1.11K	0.46%	61
2015 Q3	$903K	Hold	9,068	–	–	0.43%	66
2015 Q2	$877K	Sell	9,068 -255	-3%	-$26.1K	0.37%	79
2015 Q1	$1.01M	Sell	9,323 -42	-0.4%	-$4.49K	0.43%	70
2014 Q4	$991K	Sell	9,365 -50	-0.5%	-$5.05K	0.43%	66
2014 Q3	$884K	Sell	9,415 -520	-5%	-$48.5K	0.4%	75
2014 Q2	$935K	Hold	9,935	–	–	0.43%	76
2014 Q1	$846K	Sell	9,935 -325	-3%	-$27.3K	0.4%	81
2013 Q4	$929K	Sell	10,260 -78	-0.8%	-$6.82K	0.45%	71
2013 Q3	$876K	Hold	10,338	–	–	0.44%	74
2013 Q2	$826K	Buy	+10,338	New	+$869K	0.45%	73

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

Hanson & Doremus Investment Management's TRV Position: Q1 2026 in Review

Hanson & Doremus Investment Management reduced its Travelers Companies (TRV) stake by 1.5% in Q1 2026, selling an estimated $19K and leaving 4,237 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #83.

Hanson & Doremus Investment Management first reported a position in TRV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.36M in Q1 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Hanson & Doremus Investment Management held 4,237 shares of Travelers Companies worth $1.24M as of Q1 2026.
Hanson & Doremus Investment Management sold 65 Travelers Companies shares in Q1 2026, an estimated $19K.
Travelers Companies made up 0.14% of Hanson & Doremus Investment Management's portfolio in Q1 2026, its #83 holding.
Hanson & Doremus Investment Management first reported a position in Travelers Companies in Q2 2013 and has held it in 52 quarters since.
Hanson & Doremus Investment Management's Travelers Companies position peaked at $1.36M in Q1 2025.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2026, filed 17 Apr 2026.