Regatta Research & Money Management’s Travelers Companies TRV Stock Holding History

Regatta Research & Money 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 Q2	$10.2K	Buy	+31	New	+$9.39K	0.01%	492

Other funds holding TRV

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regatta Research & Money Management's TRV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Travelers Companies (TRV) in Q2 2026: 31 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings.

1,476 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Regatta Research & Money Management held 31 shares of Travelers Companies worth $10.2K as of Q2 2026.
Travelers Companies was a new Regatta Research & Money Management position in Q2 2026.
Travelers Companies made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #492 holding.
1,476 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.