Lido Advisors
TRV icon

Lido Advisors’s Travelers Companies TRV Stock Holding History

Lido Advisors’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
2024
Q4 		– Sell
-300
Closed -$70.2K – 1604
2024
Q3 		$70.2K Hold
300
– – ﹤0.01% 1417
2024
Q2 		$61K Hold
300
– – ﹤0.01% 1369
2024
Q1 		$69K Hold
300
– – ﹤0.01% 1338
2023
Q4 		$57.1K Hold
300
– – ﹤0.01% 1311
2023
Q3 		$49K Buy
+300
New +$50.1K ﹤0.01% 1168

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

Lido Advisors's TRV Position: Q1 2026 in Review

Lido Advisors increased its Travelers Companies (TRV) stake by 9.4% in Q1 2026, buying an estimated $435K and bringing the position to 17,324 shares worth $5.05M. The position accounts for 0.02% of the portfolio, ranked #452.

Lido Advisors first reported a position in TRV in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.04M in Q1 2024. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Lido Advisors held 17,324 shares of Travelers Companies worth $5.05M as of Q1 2026.
  • Lido Advisors bought 1,484 Travelers Companies shares in Q1 2026, an estimated $435K.
  • Travelers Companies made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #452 holding.
  • Lido Advisors first reported a position in Travelers Companies in Q4 2019 and has held it in 22 quarters since.
  • Lido Advisors's Travelers Companies position peaked at $9.04M in Q1 2024.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.