IRP
TRV icon

Investment Research Partners’s Travelers Companies TRV Stock Holding History

Investment Research 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
Q2 		$402K Buy
1,219
+315
+35% +$95.5K 0.14% 172
2026
Q1 		$264K Sell
904
-5
-0.6% -$1.47K 0.11% 199
2025
Q4 		$264K Hold
909
– – 0.11% 190
2025
Q3 		$244K Buy
+909
New +$243K 0.11% 193

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
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investment Research Partners's TRV Position: Q2 2026 in Review

Investment Research Partners increased its Travelers Companies (TRV) stake by 35% in Q2 2026, buying an estimated $95.5K and bringing the position to 1,219 shares worth $402K. The position accounts for 0.14% of the portfolio, ranked #172.

Investment Research Partners first reported a position in TRV in Q3 2025 and has held it in 4 quarters since. 1,457 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Investment Research Partners held 1,219 shares of Travelers Companies worth $402K as of Q2 2026.
  • Investment Research Partners bought 315 Travelers Companies shares in Q2 2026, an estimated $95.5K.
  • Travelers Companies made up 0.14% of Investment Research Partners's portfolio in Q2 2026, its #172 holding.
  • Investment Research Partners first reported a position in Travelers Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.