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Norden Group’s Travelers Companies TRV Stock Holding History

Norden Group’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 		$751K Buy
2,276
+1,513
+198% +$459K 0.06% 266
2026
Q1 		$223K Hold
763
– – 0.02% 558
2025
Q4 		$221K Buy
+763
New +$215K 0.02% 559

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norden Group's TRV Position: Q2 2026 in Review

Norden Group increased its Travelers Companies (TRV) stake by 198% in Q2 2026, buying an estimated $459K and bringing the position to 2,276 shares worth $751K. The position accounts for 0.06% of the portfolio, ranked #266.

Norden Group first reported a position in TRV in Q4 2025 and has held it in 3 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Norden Group held 2,276 shares of Travelers Companies worth $751K as of Q2 2026.
  • Norden Group bought 1,513 Travelers Companies shares in Q2 2026, an estimated $459K.
  • Travelers Companies made up 0.06% of Norden Group's portfolio in Q2 2026, its #266 holding.
  • Norden Group first reported a position in Travelers Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.