HighTower Advisors
TRV icon

HighTower Advisors’s Travelers Companies TRV Stock Holding History

HighTower 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
2024
Q3 		– Sell
-1,400
Closed -$1.16K – 3984
2024
Q2 		$1.16K Buy
+1,400
New +$301K ﹤0.01% 3558

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

HighTower Advisors's TRV Position: Q1 2026 in Review

HighTower Advisors reduced its Travelers Companies (TRV) stake by 18% in Q1 2026, selling an estimated $9.25M and leaving 143,914 shares worth $42M. The position accounts for 0.04% of the portfolio, ranked #402.

HighTower Advisors first reported a position in TRV in Q2 2013 and has held it in 36 quarters since. The position peaked at $50.9M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • HighTower Advisors held 143,914 shares of Travelers Companies worth $42M as of Q1 2026.
  • HighTower Advisors sold 31,570 Travelers Companies shares in Q1 2026, an estimated $9.25M.
  • Travelers Companies made up 0.04% of HighTower Advisors's portfolio in Q1 2026, its #402 holding.
  • HighTower Advisors first reported a position in Travelers Companies in Q2 2013 and has held it in 36 quarters since.
  • HighTower Advisors's Travelers Companies position peaked at $50.9M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.