MML Investors Services
TRV icon

MML Investors Services’s Travelers Companies TRV Stock Holding History

MML Investors Services’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 		$9.35M Sell
32,051
-4,260
-12% -$1.25M 0.03% 564
2025
Q4 		$10.5M Buy
36,311
+4,010
+12% +$1.13M 0.03% 560
2025
Q3 		$9.02M Sell
32,301
-996
-3% -$267K 0.02% 586
2025
Q2 		$8.91M Buy
33,297
+9,098
+38% +$2.4M 0.03% 564
2025
Q1 		$6.4M Buy
24,199
+2,350
+11% +$585K 0.02% 642
2024
Q4 		$5.26M Buy
21,849
+1,284
+6% +$321K 0.02% 689
2024
Q3 		$4.82M Buy
20,565
+237
+1% +$52.3K 0.02% 705
2024
Q2 		$4.13M Sell
20,328
-1,608
-7% -$346K 0.02% 715
2024
Q1 		$5.05M Sell
21,936
-2,480
-10% -$530K 0.02% 637
2023
Q4 		$4.65M Buy
24,416
+3,378
+16% +$585K 0.02% 629
2023
Q3 		$3.44M Sell
21,038
-889
-4% -$148K 0.02% 685
2023
Q2 		$3.81M Buy
+21,927
New +$3.87M 0.02% 640
2023
Q1 		– Sell
-19,950
Closed -$3.74M – 2233
2022
Q4 		$3.74M Buy
19,950
+276
+1% +$49.6K 0.02% 589
2022
Q3 		$3.01M Buy
19,674
+1,710
+10% +$278K 0.02% 601
2022
Q2 		$3.04M Buy
17,964
+1,981
+12% +$344K 0.02% 590
2022
Q1 		$2.92M Buy
15,983
+4,736
+42% +$812K 0.02% 648
2021
Q4 		$1.76M Buy
11,247
+143
+1% +$22.3K 0.01% 812
2021
Q3 		$1.69M Buy
11,104
+664
+6% +$103K 0.01% 794
2021
Q2 		$1.56M Buy
10,440
+1,050
+11% +$163K 0.01% 811
2021
Q1 		$1.41M Buy
9,390
+415
+5% +$61K 0.01% 785
2020
Q4 		$1.26M Buy
8,975
+563
+7% +$72.3K 0.01% 736
2020
Q3 		$910K Sell
8,412
-269
-3% -$30.8K 0.01% 793
2020
Q2 		$990K Buy
8,681
+125
+1% +$13.2K 0.01% 715
2020
Q1 		$850K Buy
8,556
+1,035
+14% +$129K 0.01% 664
2019
Q4 		$1.03M Buy
7,521
+906
+14% +$123K 0.01% 709
2019
Q3 		$984K Sell
6,615
-2,146
-24% -$319K 0.02% 678
2019
Q2 		$1.31M Buy
8,761
+149
+2% +$21.5K 0.02% 623
2019
Q1 		$1.18M Sell
8,612
-268
-3% -$34.3K 0.02% 632
2018
Q4 		$1.06M Buy
8,880
+353
+4% +$44.2K 0.02% 616
2018
Q3 		$1.11M Buy
8,527
+2,986
+54% +$385K 0.02% 640
2018
Q2 		$678K Buy
5,541
+460
+9% +$60.3K 0.01% 716
2018
Q1 		$706K Sell
5,081
-1,414
-22% -$198K 0.01% 701
2017
Q4 		$881K Sell
6,495
-800
-11% -$106K 0.02% 592
2017
Q3 		$894K Buy
7,295
+1,185
+19% +$148K 0.02% 553
2017
Q2 		$773K Buy
6,110
+516
+9% +$63.5K 0.01% 602
2017
Q1 		$674K Buy
+5,594
New +$672K 0.01% 368

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

MML Investors Services's TRV Position: Q1 2026 in Review

MML Investors Services reduced its Travelers Companies (TRV) stake by 12% in Q1 2026, selling an estimated $1.25M and leaving 32,051 shares worth $9.35M. The position accounts for 0.03% of the portfolio, ranked #564.

MML Investors Services first reported a position in TRV in Q1 2017 and has held it in 36 quarters since. The position peaked at $10.5M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • MML Investors Services held 32,051 shares of Travelers Companies worth $9.35M as of Q1 2026.
  • MML Investors Services sold 4,260 Travelers Companies shares in Q1 2026, an estimated $1.25M.
  • Travelers Companies made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #564 holding.
  • MML Investors Services first reported a position in Travelers Companies in Q1 2017 and has held it in 36 quarters since.
  • MML Investors Services's Travelers Companies position peaked at $10.5M in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.