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Marex Group’s Travelers Companies TRV Stock Holding History

Marex Group’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
Q2 		– Sell
-350,000
Closed -$92.6M – 914
2025
Q1 		$92.6M Buy
350,000
+200,000
+133% +$49.8M 1.77% 16
2024
Q4 		$36.1M Hold
150,000
– – 0.62% 36
2024
Q3 		$35.1M Buy
+150,000
New +$33.1M 0.8% 33

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Marex Group's TRV Position: Q2 2025 in Review

Marex Group sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 350,000 shares — an estimated $92.6M sold.

Marex Group first reported a position in TRV in Q3 2024 and held it in 3 quarters. The position peaked at $92.6M in Q1 2025. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Marex Group reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • Marex Group sold 350,000 Travelers Companies shares in Q2 2025, an estimated $92.6M.
  • Marex Group first reported a position in Travelers Companies in Q3 2024 and held it in 3 quarters.
  • Marex Group's Travelers Companies position peaked at $92.6M in Q1 2025.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Marex Group's 13F filing for Q2 2025, filed 19 Aug 2025.