Insigneo Advisory Services’s Travelers Companies TRV Stock Holding History

Insigneo Advisory Services’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	$541K	Sell	1,854 -591	-24%	-$173K	0.04%	362
2025 Q4	$709K	Buy	2,445 +25	+1%	+$7.04K	0.05%	278
2025 Q3	$676K	Sell	2,420 -116	-5%	-$31.1K	0.05%	286
2025 Q2	$678K	Sell	2,536 -108	-4%	-$28.5K	0.06%	259
2025 Q1	$699K	Sell	2,644 -54	-2%	-$13.5K	0.07%	227
2024 Q4	$650K	Sell	2,698 -124	-4%	-$31K	0.07%	243
2024 Q3	$661K	Buy	2,822 +1,080	+62%	+$238K	0.07%	254
2024 Q2	$363K	Buy	1,742 +207	+13%	+$44.5K	0.04%	362
2024 Q1	$353K	Sell	1,535 -291	-16%	-$62.2K	0.04%	347
2023 Q4	$348K	Buy	1,826 +103	+6%	+$17.8K	0.05%	306
2023 Q3	$281K	Buy	1,723 +220	+15%	+$36.7K	0.06%	299
2023 Q2	$261K	Buy	+1,503	New	+$265K	0.05%	308

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Insigneo Advisory Services's TRV Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Travelers Companies (TRV) stake by 24% in Q1 2026, selling an estimated $173K and leaving 1,854 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #362.

Insigneo Advisory Services first reported a position in TRV in Q2 2023 and has held it in 12 quarters since. The position peaked at $709K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Insigneo Advisory Services held 1,854 shares of Travelers Companies worth $541K as of Q1 2026.
Insigneo Advisory Services sold 591 Travelers Companies shares in Q1 2026, an estimated $173K.
Travelers Companies made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #362 holding.
Insigneo Advisory Services first reported a position in Travelers Companies in Q2 2023 and has held it in 12 quarters since.
Insigneo Advisory Services's Travelers Companies position peaked at $709K in Q4 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.