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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
Q2 		$531K Sell
1,607
-10
-0.6% -$3.03K 0.4% 71
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hudson Portfolio Management's TRV Position: Q2 2026 in Review

Hudson Portfolio Management reduced its Travelers Companies (TRV) stake by 0.62% in Q2 2026, selling an estimated $3.03K and leaving 1,607 shares worth $531K. The position accounts for 0.4% of the portfolio, ranked #71.

Hudson Portfolio Management first reported a position in TRV in Q4 2021 and has held it in 13 quarters since. 1,857 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Hudson Portfolio Management held 1,607 shares of Travelers Companies worth $531K as of Q2 2026.
  • Hudson Portfolio Management sold 10 Travelers Companies shares in Q2 2026, an estimated $3.03K.
  • Travelers Companies made up 0.4% of Hudson Portfolio Management's portfolio in Q2 2026, its #71 holding.
  • Hudson Portfolio Management first reported a position in Travelers Companies in Q4 2021 and has held it in 13 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.