KCP
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Kera Capital Partners’s Travelers Companies TRV Stock Holding History

Kera Capital Partners’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 		$249K Buy
853
+149
+21% +$43.6K 0.03% 482
2025
Q4 		$200K Sell
704
-488
-41% -$137K 0.02% 536
2025
Q3 		$333K Buy
+1,192
New +$319K 0.05% 260

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

Kera Capital Partners's TRV Position: Q1 2026 in Review

Kera Capital Partners increased its Travelers Companies (TRV) stake by 21% in Q1 2026, buying an estimated $43.6K and bringing the position to 853 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #482.

Kera Capital Partners first reported a position in TRV in Q3 2025 and has held it in 3 quarters since. The position peaked at $333K in Q3 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Kera Capital Partners held 853 shares of Travelers Companies worth $249K as of Q1 2026.
  • Kera Capital Partners bought 149 Travelers Companies shares in Q1 2026, an estimated $43.6K.
  • Travelers Companies made up 0.03% of Kera Capital Partners's portfolio in Q1 2026, its #482 holding.
  • Kera Capital Partners first reported a position in Travelers Companies in Q3 2025 and has held it in 3 quarters since.
  • Kera Capital Partners's Travelers Companies position peaked at $333K in Q3 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Kera Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.