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Minot DeBlois Advisors’s Travelers Companies TRV Stock Holding History

Minot DeBlois 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
2026
Q1 		$988K Buy
3,386
+28
+0.8% +$8.2K 0.9% 38
2025
Q4 		$974K Buy
3,358
+30
+0.9% +$8.44K 0.87% 35
2025
Q3 		$929K Buy
3,328
+17
+0.5% +$4.55K 0.84% 36
2025
Q2 		$886K Buy
3,311
+6
+0.2% +$1.58K 0.84% 38
2025
Q1 		$874K Sell
3,305
-176
-5% -$43.8K 0.87% 37
2024
Q4 		$839K Buy
+3,481
New +$869K 0.77% 38

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

Minot DeBlois Advisors's TRV Position: Q1 2026 in Review

Minot DeBlois Advisors increased its Travelers Companies (TRV) stake by 0.83% in Q1 2026, buying an estimated $8.2K and bringing the position to 3,386 shares worth $988K. The position accounts for 0.9% of the portfolio, ranked #38.

Minot DeBlois Advisors first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Minot DeBlois Advisors held 3,386 shares of Travelers Companies worth $988K as of Q1 2026.
  • Minot DeBlois Advisors bought 28 Travelers Companies shares in Q1 2026, an estimated $8.2K.
  • Travelers Companies made up 0.9% of Minot DeBlois Advisors's portfolio in Q1 2026, its #38 holding.
  • Minot DeBlois Advisors first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.