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Natural Investments’s Travelers Companies TRV Stock Holding History

Natural Investments’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 		$1.55M Sell
5,306
-92
-2% -$27K 0.38% 60
2025
Q4 		$1.56M Sell
5,398
-4,872
-47% -$1.37M 0.39% 57
2025
Q3 		$2.87M Sell
10,270
-76
-0.7% -$20.4K 0.71% 32
2025
Q2 		$2.77M Sell
10,346
-1,071
-9% -$282K 0.72% 33
2025
Q1 		$3.02M Sell
11,417
-141
-1% -$35.1K 0.86% 26
2024
Q4 		$2.78M Buy
+11,558
New +$2.89M 0.77% 30

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

Natural Investments's TRV Position: Q1 2026 in Review

Natural Investments reduced its Travelers Companies (TRV) stake by 1.7% in Q1 2026, selling an estimated $27K and leaving 5,306 shares worth $1.55M. The position accounts for 0.38% of the portfolio, ranked #60.

Natural Investments first reported a position in TRV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.02M in Q1 2025. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Natural Investments held 5,306 shares of Travelers Companies worth $1.55M as of Q1 2026.
  • Natural Investments sold 92 Travelers Companies shares in Q1 2026, an estimated $27K.
  • Travelers Companies made up 0.38% of Natural Investments's portfolio in Q1 2026, its #60 holding.
  • Natural Investments first reported a position in Travelers Companies in Q4 2024 and has held it in 6 quarters since.
  • Natural Investments's Travelers Companies position peaked at $3.02M in Q1 2025.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.