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Legacy Bridge’s Travelers Companies TRV Stock Holding History

Legacy Bridge’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 		– Sell
-32
Closed -$9.28K – 461
2025
Q4 		$9.28K Buy
+32
New +$9.01K ﹤0.01% 313
2022
Q1 		– Sell
-110
Closed -$17K – 309
2021
Q4 		$17K Hold
110
– – 0.01% 248
2021
Q3 		$17K Hold
110
– – 0.01% 242
2021
Q2 		$16K Hold
110
– – 0.01% 246
2021
Q1 		$17K Hold
110
– – 0.01% 242
2020
Q4 		$15K Hold
110
– – 0.01% 237
2020
Q3 		$12K Hold
110
– – 0.01% 238
2020
Q2 		$13K Hold
110
– – 0.01% 233
2020
Q1 		$11K Hold
110
– – 0.01% 230
2019
Q4 		$15K Hold
110
– – 0.01% 242
2019
Q3 		$16K Hold
110
– – 0.02% 229
2019
Q2 		$16K Hold
110
– – 0.02% 238
2019
Q1 		$15K Buy
+110
New +$14.1K 0.02% 239

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

Legacy Bridge's TRV Position: Q1 2026 in Review

Legacy Bridge sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 32 shares — an estimated $9.28K sold.

Legacy Bridge first reported a position in TRV in Q1 2019 and held it in 13 quarters. The position peaked at $17K in Q4 2021. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Legacy Bridge reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 32 Travelers Companies shares in Q1 2026, an estimated $9.28K.
  • Legacy Bridge first reported a position in Travelers Companies in Q1 2019 and held it in 13 quarters.
  • Legacy Bridge's Travelers Companies position peaked at $17K in Q4 2021.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.