Means Investment Company’s Travelers Companies TRV Stock Holding History

Means Investment Company’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	$350K	Buy	1,201 +1	+0.1%	+$293	0.03%	151
2025 Q4	$348K	Hold	1,200	–	–	0.03%	144
2025 Q3	$335K	Buy	1,200 +1	+0.1%	+$268	0.03%	153
2025 Q2	$321K	Hold	1,199	–	–	0.03%	158
2025 Q1	$317K	Buy	1,199 +1	+0.1%	+$249	0.03%	149
2024 Q4	$289K	Hold	1,198	–	–	0.03%	164
2024 Q3	$280K	Buy	1,198 +1	+0.1%	+$220	0.03%	170
2024 Q2	$243K	Buy	1,197 +1	+0.1%	+$215	0.03%	175
2024 Q1	$275K	Buy	+1,196	New	+$256K	0.04%	166

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Means Investment Company's TRV Position: Q1 2026 in Review

Means Investment Company increased its Travelers Companies (TRV) stake by 0.08% in Q1 2026, buying an estimated $293 and bringing the position to 1,201 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #151.

Means Investment Company first reported a position in TRV in Q1 2024 and has held it in 9 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Means Investment Company held 1,201 shares of Travelers Companies worth $350K as of Q1 2026.
Means Investment Company bought 1 Travelers Companies share in Q1 2026, an estimated $293.
Travelers Companies made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #151 holding.
Means Investment Company first reported a position in Travelers Companies in Q1 2024 and has held it in 9 quarters since.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.