Murphy & Mullick Capital Management’s Travelers Companies TRV Stock Holding History

Murphy & Mullick Capital Management’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	$86.1K	Hold	295	–	–	0.06%	215
2025 Q4	$85.6K	Hold	295	–	–	0.06%	216
2025 Q3	$82.4K	Hold	295	–	–	0.06%	219
2025 Q2	$76.8K	Hold	295	–	–	0.06%	214
2025 Q1	$78K	Hold	295	–	–	0.08%	207
2024 Q4	$71K	Buy	+295	New	+$73.7K	0.07%	214

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

Murphy & Mullick Capital Management's TRV Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its Travelers Companies (TRV) position steady in Q1 2026 at 295 shares worth $86.1K. The position accounts for 0.06% of the portfolio, ranked #215.

Murphy & Mullick Capital Management 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.

Murphy & Mullick Capital Management held 295 shares of Travelers Companies worth $86.1K as of Q1 2026.
Murphy & Mullick Capital Management left its Travelers Companies share count unchanged in Q1 2026.
Travelers Companies made up 0.06% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #215 holding.
Murphy & Mullick Capital Management 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 Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.