Knightsbridge Asset Management’s Travelers Companies TRV Stock Holding History

Knightsbridge Asset 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
2026 Q1	$516K	Buy	1,770 +627	+55%	+$184K	0.07%	118
2025 Q4	$332K	Buy	1,143 +14	+1%	+$3.94K	0.05%	149
2025 Q3	$315K	Buy	1,129 +38	+3%	+$10.2K	0.05%	130
2025 Q2	$292K	Buy	1,091 +172	+19%	+$45.3K	0.06%	115
2025 Q1	$243K	Buy	+919	New	+$229K	0.06%	114
2023 Q2	–	Sell	-1,500	Closed	-$257K	–	129
2023 Q1	$257K	Sell	1,500 -69	-4%	-$12.5K	0.04%	115
2022 Q4	$294K	Buy	1,569 +6	+0.4%	+$1.08K	0.06%	114
2022 Q3	$239K	Buy	+1,563	New	+$254K	0.05%	101

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Knightsbridge Asset Management's TRV Position: Q1 2026 in Review

Knightsbridge Asset Management increased its Travelers Companies (TRV) stake by 55% in Q1 2026, buying an estimated $184K and bringing the position to 1,770 shares worth $516K. The position accounts for 0.07% of the portfolio, ranked #118.

Knightsbridge Asset Management first reported a position in TRV in Q3 2022 and has held it in 8 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Knightsbridge Asset Management held 1,770 shares of Travelers Companies worth $516K as of Q1 2026.
Knightsbridge Asset Management bought 627 Travelers Companies shares in Q1 2026, an estimated $184K.
Travelers Companies made up 0.07% of Knightsbridge Asset Management's portfolio in Q1 2026, its #118 holding.
Knightsbridge Asset Management first reported a position in Travelers Companies in Q3 2022 and has held it in 8 quarters since.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.