MCP
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Miller Capital Partners’s Travelers Companies TRV Stock Holding History

Miller Capital Partners’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 		$43.9K Sell
133
-134
-50% -$40.6K 0.02% 178
2026
Q1 		$77.9K Hold
267
– – 0.04% 151
2025
Q4 		$77.4K Buy
+267
New +$75.1K 0.04% 151

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Miller Capital Partners's TRV Position: Q2 2026 in Review

Miller Capital Partners reduced its Travelers Companies (TRV) stake by 50% in Q2 2026, selling an estimated $40.6K and leaving 133 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #178.

Miller Capital Partners first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. The position peaked at $77.9K in Q1 2026. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Miller Capital Partners held 133 shares of Travelers Companies worth $43.9K as of Q2 2026.
  • Miller Capital Partners sold 134 Travelers Companies shares in Q2 2026, an estimated $40.6K.
  • Travelers Companies made up 0.02% of Miller Capital Partners's portfolio in Q2 2026, its #178 holding.
  • Miller Capital Partners first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • Miller Capital Partners's Travelers Companies position peaked at $77.9K in Q1 2026.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Miller Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.