JP Morgan Chase
TRV icon

JP Morgan Chase’s Travelers Companies TRV Stock Holding History

JP Morgan Chase’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
2024
Q1 		– Sell
-8,600
Closed -$1.64M – 7891
2023
Q4 		$1.64M Hold
8,600
– – ﹤0.01% 3981
2023
Q3 		$1.4M Sell
8,600
-1,200
-12% -$200K ﹤0.01% 3830
2023
Q2 		$1.7M Sell
9,800
-16,900
-63% -$2.98M ﹤0.01% 3654
2023
Q1 		$4.58M Sell
26,700
-9,900
-27% -$1.8M ﹤0.01% 2893
2022
Q4 		$6.86M Buy
36,600
+8,100
+28% +$1.46M ﹤0.01% 2574
2022
Q3 		$4.37M Hold
28,500
– – ﹤0.01% 2859
2022
Q2 		$4.82M Buy
+28,500
New +$4.95M ﹤0.01% 2822
2020
Q1 		– Sell
-81,700
Closed -$11.2M – 5729
2019
Q4 		$11.2M Sell
81,700
-3,500
-4% -$476K ﹤0.01% 2028
2019
Q3 		$12.7M Buy
85,200
+15,000
+21% +$2.23M ﹤0.01% 1944
2019
Q2 		$10.5M Hold
70,200
– – ﹤0.01% 2069
2019
Q1 		$9.63M Sell
70,200
-19,600
-22% -$2.51M ﹤0.01% 2085
2018
Q4 		$10.8M Buy
89,800
+16,600
+23% +$2.08M ﹤0.01% 1954
2018
Q3 		$9.49M Buy
73,200
+20,000
+38% +$2.58M ﹤0.01% 2249
2018
Q2 		$6.51M Buy
53,200
+31,300
+143% +$4.1M ﹤0.01% 2477
2018
Q1 		$3.04M Hold
21,900
– – ﹤0.01% 2980
2017
Q4 		$2.97M Sell
21,900
-32,700
-60% -$4.32M ﹤0.01% 3064
2017
Q3 		$6.71M Buy
+54,600
New +$6.82M ﹤0.01% 2321

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase's TRV Position: Q2 2026 in Review

JP Morgan Chase reduced its Travelers Companies (TRV) stake by 16% in Q2 2026, selling an estimated $186M and leaving 3,112,602 shares worth $1.03B. The position accounts for 0.06% of the portfolio, ranked #267.

JP Morgan Chase first reported a position in TRV in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.73B in Q3 2024. 1,862 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • JP Morgan Chase held 3,112,602 shares of Travelers Companies worth $1.03B as of Q2 2026.
  • JP Morgan Chase sold 613,900 Travelers Companies shares in Q2 2026, an estimated $186M.
  • Travelers Companies made up 0.06% of JP Morgan Chase's portfolio in Q2 2026, its #267 holding.
  • JP Morgan Chase first reported a position in Travelers Companies in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Travelers Companies position peaked at $2.73B in Q3 2024.
  • 1,862 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.