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Junto Capital Management’s Travelers Companies TRV Stock Holding History

Junto Capital Management’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
Q2 		– Sell
-213,973
Closed -$56.6M – 112
2025
Q1 		$56.6M Sell
213,973
-23,576
-10% -$5.87M 1.19% 23
2024
Q4 		$57.2M Buy
+237,549
New +$59.3M 1.11% 31
2023
Q3 		– Sell
-198,462
Closed -$34.5M – 91
2023
Q2 		$34.5M Buy
198,462
+68,549
+53% +$12.1M 0.87% 47
2023
Q1 		$22.3M Sell
129,913
-451,216
-78% -$82.1M 0.62% 64
2022
Q4 		$109M Buy
+581,129
New +$105M 3.09% 2

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Junto Capital Management's TRV Position: Q2 2025 in Review

Junto Capital Management sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 213,973 shares — an estimated $56.6M sold.

Junto Capital Management first reported a position in TRV in Q4 2022 and held it in 5 quarters. The position peaked at $109M in Q4 2022. 1,634 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Junto Capital Management reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • Junto Capital Management sold 213,973 Travelers Companies shares in Q2 2025, an estimated $56.6M.
  • Junto Capital Management first reported a position in Travelers Companies in Q4 2022 and held it in 5 quarters.
  • Junto Capital Management's Travelers Companies position peaked at $109M in Q4 2022.
  • 1,634 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Junto Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.