HPM
TRV icon

Hudson Portfolio Management’s Travelers Companies TRV Stock Holding History

Hudson Portfolio 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 		$472K Hold
1,617
– – 0.4% 76
2025
Q4 		$469K Hold
1,617
– – 0.4% 74
2025
Q3 		$451K Hold
1,617
– – 0.4% 74
2025
Q2 		$433K Hold
1,617
– – 0.4% 76
2025
Q1 		$428K Buy
1,617
+407
+34% +$101K 0.41% 77
2024
Q4 		$291K Buy
1,210
+245
+25% +$61.2K 0.29% 91
2024
Q3 		$226K Buy
+965
New +$213K 0.22% 97
2023
Q1 		– Sell
-1,310
Closed -$246K – 104
2022
Q4 		$246K Hold
1,310
– – 0.27% 88
2022
Q3 		$200K Hold
1,310
– – 0.24% 94
2022
Q2 		$222K Buy
1,310
+25
+2% +$4.34K 0.23% 96
2022
Q1 		$235K Hold
1,285
– – 0.21% 98
2021
Q4 		$201K Buy
+1,285
New +$201K 0.18% 102

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