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JT Stratford LLC’s Travelers Companies TRV Stock Holding History

JT Stratford LLC’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 		$2.16M Buy
7,393
+38
+0.5% +$11.1K 0.27% 90
2025
Q4 		$2.13M Buy
7,355
+203
+3% +$57.1K 0.27% 83
2025
Q3 		$2M Buy
7,152
+163
+2% +$43.6K 0.27% 84
2025
Q2 		$1.87M Buy
6,989
+1,243
+22% +$328K 0.28% 78
2025
Q1 		$1.52M Sell
5,746
-298
-5% -$74.2K 0.27% 92
2024
Q4 		$1.46M Buy
6,044
+49
+0.8% +$12.2K 0.24% 97
2024
Q3 		$1.4M Sell
5,995
-84
-1% -$18.5K 0.24% 102
2024
Q2 		$1.24M Buy
6,079
+817
+16% +$176K 0.23% 100
2024
Q1 		$1.21M Buy
+5,262
New +$1.12M 0.24% 111

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JT Stratford LLC's TRV Position: Q1 2026 in Review

JT Stratford LLC increased its Travelers Companies (TRV) stake by 0.52% in Q1 2026, buying an estimated $11.1K and bringing the position to 7,393 shares worth $2.16M. The position accounts for 0.27% of the portfolio, ranked #90.

JT Stratford LLC first reported a position in TRV in Q1 2024 and has held it in 9 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • JT Stratford LLC held 7,393 shares of Travelers Companies worth $2.16M as of Q1 2026.
  • JT Stratford LLC bought 38 Travelers Companies shares in Q1 2026, an estimated $11.1K.
  • Travelers Companies made up 0.27% of JT Stratford LLC's portfolio in Q1 2026, its #90 holding.
  • JT Stratford LLC first reported a position in Travelers Companies in Q1 2024 and has held it in 9 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.