HIA
TRV icon

HFM Investment Advisors’s Travelers Companies TRV Stock Holding History

HFM Investment 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 		$3.5K Hold
12
– – ﹤0.01% 176
2025
Q4 		$3.48K Hold
12
– – ﹤0.01% 229
2025
Q3 		$3.35K Sell
12
-1
-8% -$268 ﹤0.01% 140
2025
Q2 		$3.48K Buy
13
+8
+160% +$2.11K ﹤0.01% 143
2025
Q1 		$1.32K Buy
+5
New +$1.25K ﹤0.01% 149

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HFM Investment Advisors's TRV Position: Q1 2026 in Review

HFM Investment Advisors held its Travelers Companies (TRV) position steady in Q1 2026 at 12 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

HFM Investment Advisors first reported a position in TRV in Q1 2025 and has held it in 5 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • HFM Investment Advisors held 12 shares of Travelers Companies worth $3.5K as of Q1 2026.
  • HFM Investment Advisors left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #176 holding.
  • HFM Investment Advisors first reported a position in Travelers Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.