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KCM Investment Advisors’s Travelers Companies TRV Stock Holding History

KCM Investment Advisors’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 		$4.76M Sell
16,332
-1,543
-9% -$452K 0.16% 94
2025
Q4 		$5.18M Sell
17,875
-494
-3% -$139K 0.17% 94
2025
Q3 		$5.13M Buy
18,369
+89
+0.5% +$23.8K 0.17% 93
2025
Q2 		$4.89M Buy
18,280
+314
+2% +$82.8K 0.16% 94
2025
Q1 		$4.75M Sell
17,966
-3,401
-16% -$847K 0.17% 97
2024
Q4 		$5.15M Buy
21,367
+3,095
+17% +$773K 0.18% 96
2024
Q3 		$4.28M Buy
18,272
+3,620
+25% +$798K 0.14% 108
2024
Q2 		$2.98M Sell
14,652
-6
-0% -$1.29K 0.11% 121
2024
Q1 		$3.37M Sell
14,658
-7,533
-34% -$1.61M 0.12% 121
2023
Q4 		$4.23M Sell
22,191
-884
-4% -$153K 0.17% 107
2023
Q3 		$3.77M Sell
23,075
-1,535
-6% -$256K 0.16% 107
2023
Q2 		$4.27M Sell
24,610
-771
-3% -$136K 0.17% 109
2023
Q1 		$4.35M Buy
25,381
+519
+2% +$94.4K 0.18% 111
2022
Q4 		$4.66M Sell
24,862
-974
-4% -$175K 0.2% 103
2022
Q3 		$3.96M Buy
25,836
+225
+0.9% +$36.6K 0.18% 106
2022
Q2 		$4.33M Buy
25,611
+597
+2% +$104K 0.19% 105
2022
Q1 		$4.57M Buy
25,014
+1,125
+5% +$193K 0.17% 112
2021
Q4 		$3.74M Sell
23,889
-418
-2% -$65.3K 0.13% 124
2021
Q3 		$3.69M Buy
24,307
+700
+3% +$108K 0.15% 111
2021
Q2 		$3.53M Buy
23,607
+1,451
+7% +$225K 0.14% 114
2021
Q1 		$3.33M Buy
22,156
+2,093
+10% +$308K 0.15% 113
2020
Q4 		$2.82M Buy
20,063
+134
+0.7% +$17.2K 0.14% 117
2020
Q3 		$2.16M Sell
19,929
-347
-2% -$39.8K 0.12% 122
2020
Q2 		$2.31M Sell
20,276
-1,236
-6% -$130K 0.13% 122
2020
Q1 		$2.14M Buy
21,512
+635
+3% +$79K 0.14% 111
2019
Q4 		$2.86M Sell
20,877
-1,129
-5% -$154K 0.16% 113
2019
Q3 		$3.27M Sell
22,006
-110
-0.5% -$16.4K 0.19% 99
2019
Q2 		$3.31M Sell
22,116
-345
-2% -$49.8K 0.2% 103
2019
Q1 		$3.08M Sell
22,461
-879
-4% -$112K 0.2% 108
2018
Q4 		$2.79M Sell
23,340
-250
-1% -$31.3K 0.18% 112
2018
Q3 		$3.06M Sell
23,590
-3,193
-12% -$412K 0.18% 112
2018
Q2 		$3.28M Sell
26,783
-311
-1% -$40.7K 0.2% 107
2018
Q1 		$3.76M Buy
27,094
+27
+0.1% +$3.77K 0.23% 103
2017
Q4 		$3.67M Buy
27,067
+108
+0.4% +$14.3K 0.21% 112
2017
Q3 		$3.3M Sell
26,959
-380
-1% -$47.5K 0.2% 121
2017
Q2 		$3.46M Sell
27,339
-663
-2% -$81.6K 0.22% 119
2017
Q1 		$3.38M Sell
28,002
-200
-0.7% -$24K 0.22% 116
2016
Q4 		$3.45M Sell
28,202
-2,437
-8% -$278K 0.23% 115
2016
Q3 		$3.51M Buy
30,639
+412
+1% +$48.2K 0.24% 106
2016
Q2 		$3.6M Sell
30,227
-545
-2% -$61.6K 0.25% 111
2016
Q1 		$3.59M Sell
30,772
-47
-0.2% -$5.13K 0.26% 105
2015
Q4 		$3.48M Sell
30,819
-631
-2% -$70.1K 0.27% 106
2015
Q3 		$3.13M Buy
31,450
+115
+0.4% +$11.8K 0.26% 113
2015
Q2 		$3.03M Sell
31,335
-2,439
-7% -$250K 0.24% 120
2015
Q1 		$3.65M Buy
33,774
+747
+2% +$79.8K 0.29% 102
2014
Q4 		$3.5M Sell
33,027
-767
-2% -$77.4K 0.29% 100
2014
Q3 		$3.17M Sell
33,794
-195
-0.6% -$18.2K 0.29% 99
2014
Q2 		$3.2M Sell
33,989
-40
-0.1% -$3.65K 0.3% 101
2014
Q1 		$2.9M Buy
34,029
+698
+2% +$58.7K 0.3% 102
2013
Q4 		$3.02M Buy
33,331
+1,238
+4% +$108K 0.33% 94
2013
Q3 		$2.72M Buy
32,093
+5
+0% +$413 0.32% 95
2013
Q2 		$2.56M Buy
+32,088
New +$2.7M 0.31% 97

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

KCM Investment Advisors's TRV Position: Q1 2026 in Review

KCM Investment Advisors reduced its Travelers Companies (TRV) stake by 8.6% in Q1 2026, selling an estimated $452K and leaving 16,332 shares worth $4.76M. The position accounts for 0.16% of the portfolio, ranked #94.

KCM Investment Advisors first reported a position in TRV in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.18M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • KCM Investment Advisors held 16,332 shares of Travelers Companies worth $4.76M as of Q1 2026.
  • KCM Investment Advisors sold 1,543 Travelers Companies shares in Q1 2026, an estimated $452K.
  • Travelers Companies made up 0.16% of KCM Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • KCM Investment Advisors first reported a position in Travelers Companies in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Travelers Companies position peaked at $5.18M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.