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HUB Investment Partners’s Travelers Companies TRV Stock Holding History

HUB Investment 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
Q1 		$841K Buy
2,883
+19
+0.7% +$5.57K 0.02% 401
2025
Q4 		$831K Buy
2,864
+176
+7% +$49.5K 0.02% 351
2025
Q3 		$750K Sell
2,688
-33
-1% -$8.84K 0.02% 322
2025
Q2 		$728K Buy
2,721
+213
+8% +$56.2K 0.02% 311
2025
Q1 		$663K Buy
2,508
+633
+34% +$158K 0.03% 289
2024
Q4 		$452K Sell
1,875
-185
-9% -$46.2K 0.02% 327
2024
Q3 		$482K Sell
2,060
-971
-32% -$214K 0.02% 301
2024
Q2 		$616K Buy
3,031
+125
+4% +$26.9K 0.02% 253
2024
Q1 		$669K Buy
2,906
+216
+8% +$46.1K 0.04% 234
2023
Q4 		$512K Buy
2,690
+1,243
+86% +$215K 0.04% 243
2023
Q3 		$236K Buy
+1,447
New +$242K 0.04% 222

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

HUB Investment Partners's TRV Position: Q1 2026 in Review

HUB Investment Partners increased its Travelers Companies (TRV) stake by 0.66% in Q1 2026, buying an estimated $5.57K and bringing the position to 2,883 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #401.

HUB Investment Partners first reported a position in TRV in Q3 2023 and has held it in 11 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • HUB Investment Partners held 2,883 shares of Travelers Companies worth $841K as of Q1 2026.
  • HUB Investment Partners bought 19 Travelers Companies shares in Q1 2026, an estimated $5.57K.
  • Travelers Companies made up 0.02% of HUB Investment Partners's portfolio in Q1 2026, its #401 holding.
  • HUB Investment Partners first reported a position in Travelers Companies in Q3 2023 and has held it in 11 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.