KG
TRV icon

Kilter Group’s Travelers Companies TRV Stock Holding History

Kilter Group’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
Q2 		$26.1K Buy
79
+3
+4% +$909 0.01% 231
2026
Q1 		$22.2K Buy
76
+16
+27% +$4.69K 0.01% 221
2025
Q4 		$17.4K Buy
60
+40
+200% +$11.3K 0.01% 227
2025
Q3 		$5.58K Buy
20
+6
+43% +$1.61K ﹤0.01% 438
2025
Q2 		$3.75K Buy
+14
New +$3.69K ﹤0.01% 470

Other funds holding TRV

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kilter Group's TRV Position: Q2 2026 in Review

Kilter Group increased its Travelers Companies (TRV) stake by 3.9% in Q2 2026, buying an estimated $909 and bringing the position to 79 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #231.

Kilter Group first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Kilter Group held 79 shares of Travelers Companies worth $26.1K as of Q2 2026.
  • Kilter Group bought 3 Travelers Companies shares in Q2 2026, an estimated $909.
  • Travelers Companies made up 0.01% of Kilter Group's portfolio in Q2 2026, its #231 holding.
  • Kilter Group first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.