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
-8,800
Closed -$1.68M – 7892
2023
Q4 		$1.68M Hold
8,800
– – ﹤0.01% 3967
2023
Q3 		$1.44M Sell
8,800
-4,200
-32% -$701K ﹤0.01% 3806
2023
Q2 		$2.26M Sell
13,000
-115,900
-90% -$20.4M ﹤0.01% 3452
2023
Q1 		$22.1M Sell
128,900
-44,900
-26% -$8.16M ﹤0.01% 1594
2022
Q4 		$32.6M Buy
173,800
+22,500
+15% +$4.05M ﹤0.01% 1339
2022
Q3 		$23.2M Buy
151,300
+66,700
+79% +$10.8M ﹤0.01% 1485
2022
Q2 		$14.3M Buy
+84,600
New +$14.7M ﹤0.01% 1888
2020
Q1 		– Sell
-85,200
Closed -$11.7M – 5730
2019
Q4 		$11.7M Hold
85,200
– – ﹤0.01% 1998
2019
Q3 		$12.7M Buy
85,200
+5,600
+7% +$833K ﹤0.01% 1945
2019
Q2 		$11.9M Hold
79,600
– – ﹤0.01% 1959
2019
Q1 		$10.9M Sell
79,600
-24,700
-24% -$3.16M ﹤0.01% 1977
2018
Q4 		$12.5M Buy
104,300
+26,600
+34% +$3.33M ﹤0.01% 1829
2018
Q3 		$10.1M Buy
77,700
+11,700
+18% +$1.51M ﹤0.01% 2205
2018
Q2 		$8.07M Buy
66,000
+38,100
+137% +$4.99M ﹤0.01% 2314
2018
Q1 		$3.87M Hold
27,900
– – ﹤0.01% 2788
2017
Q4 		$3.78M Sell
27,900
-25,000
-47% -$3.3M ﹤0.01% 2901
2017
Q3 		$6.5M Buy
+52,900
New +$6.61M ﹤0.01% 2359

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.