Leigh Baldwin & Co’s Travelers Companies TRV Stock Holding History

Leigh Baldwin & Co’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
2025 Q4	–	Sell	-1,044	Closed	-$292K	–	206
2025 Q3	$292K	Buy	1,044 +4	+0.4%	+$1.07K	0.16%	150
2025 Q2	$278K	Buy	1,040 +13	+1%	+$3.43K	0.18%	138
2025 Q1	$272K	Buy	1,027 +3	+0.3%	+$747	0.22%	128
2024 Q4	$247K	Buy	+1,024	New	+$256K	0.21%	143

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Leigh Baldwin & Co's TRV Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 1,044 shares — an estimated $292K sold.

Leigh Baldwin & Co first reported a position in TRV in Q4 2024 and held it in 4 quarters. The position peaked at $292K in Q3 2025. 1,774 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

Leigh Baldwin & Co reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
Leigh Baldwin & Co sold 1,044 Travelers Companies shares in Q4 2025, an estimated $292K.
Leigh Baldwin & Co first reported a position in Travelers Companies in Q4 2024 and held it in 4 quarters.
Leigh Baldwin & Co's Travelers Companies position peaked at $292K in Q3 2025.
1,774 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.