JDM Financial Group’s Travelers Companies TRV Stock Holding History

JDM Financial Group’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
2025 Q4	–	Sell	-30	Closed	-$8.38K	–	297
2025 Q3	$8.38K	Hold	30	–	–	﹤0.01%	203
2025 Q2	$8.03K	Hold	30	–	–	﹤0.01%	194
2025 Q1	$7.93K	Hold	30	–	–	﹤0.01%	190
2024 Q4	$7.23K	Hold	30	–	–	﹤0.01%	201
2024 Q3	$7.02K	Hold	30	–	–	﹤0.01%	198
2024 Q2	$6.1K	Hold	30	–	–	﹤0.01%	179
2024 Q1	$6.9K	Hold	30	–	–	0.01%	162
2023 Q4	$5.71K	Hold	30	–	–	﹤0.01%	172
2023 Q3	$4.9K	Hold	30	–	–	﹤0.01%	174
2023 Q2	$5.21K	Hold	30	–	–	﹤0.01%	176
2023 Q1	$5.14K	Hold	30	–	–	﹤0.01%	180
2022 Q4	$5.63K	Buy	+30	New	+$5.4K	0.01%	167

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JDM Financial Group's TRV Position: Q4 2025 in Review

JDM Financial Group sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 30 shares — an estimated $8.38K sold.

JDM Financial Group first reported a position in TRV in Q4 2022 and held it in 12 quarters. The position peaked at $8.38K in Q3 2025. 1,777 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

JDM Financial Group reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 30 Travelers Companies shares in Q4 2025, an estimated $8.38K.
JDM Financial Group first reported a position in Travelers Companies in Q4 2022 and held it in 12 quarters.
JDM Financial Group's Travelers Companies position peaked at $8.38K in Q3 2025.
1,777 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.