Ogorek Anthony Joseph’s Travelers Companies TRV Stock Holding History

Ogorek Anthony Joseph’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	$55K	Hold	169	–	–	0.01%	167
2026 Q1	$49K	Hold	169	–	–	0.01%	164
2025 Q4	$49K	Sell	169 -27	-14%	-$7.6K	0.01%	164
2025 Q3	$54K	Buy	196 +1	+0.5%	+$268	0.02%	161
2025 Q2	$52K	Hold	195	–	–	0.02%	160
2025 Q1	$51K	Buy	195 +134	+220%	+$33.4K	0.02%	153
2024 Q4	$14K	Buy	61 +1	+2%	+$250	﹤0.01%	204
2024 Q3	$14K	Hold	60	–	–	﹤0.01%	194
2024 Q2	$12K	Hold	60	–	–	﹤0.01%	202
2024 Q1	$13K	Hold	60	–	–	﹤0.01%	195
2023 Q4	$11K	Hold	60	–	–	﹤0.01%	205
2023 Q3	$9K	Hold	60	–	–	﹤0.01%	210
2023 Q2	$10K	Hold	60	–	–	﹤0.01%	193
2023 Q1	$10K	Hold	60	–	–	﹤0.01%	190
2022 Q4	$11K	Hold	60	–	–	﹤0.01%	157
2022 Q3	$9K	Hold	60	–	–	﹤0.01%	161
2022 Q2	$10K	Hold	60	–	–	﹤0.01%	158
2022 Q1	$10K	Hold	60	–	–	﹤0.01%	177
2021 Q4	$9K	Hold	60	–	–	﹤0.01%	186
2021 Q3	$9K	Hold	60	–	–	﹤0.01%	182
2021 Q2	$8K	Hold	60	–	–	﹤0.01%	174
2021 Q1	$9K	Sell	60 -50	-45%	-$7.35K	﹤0.01%	157
2020 Q4	$15K	Buy	110 +50	+83%	+$6.42K	0.01%	122
2020 Q3	$6K	Sell	60 -50	-45%	-$5.73K	﹤0.01%	143
2020 Q2	$12K	Hold	110	–	–	0.01%	108
2020 Q1	$10K	Hold	110	–	–	0.01%	122
2019 Q4	$15K	Buy	110 +60	+120%	+$8.17K	0.01%	116
2019 Q3	$7K	Hold	50	–	–	﹤0.01%	130
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	125
2019 Q1	$6K	Hold	50	–	–	﹤0.01%	125
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	128
2018 Q3	$6K	Buy	+50	New	+$6.45K	﹤0.01%	128

Other funds holding TRV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ogorek Anthony Joseph's TRV Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Travelers Companies (TRV) position steady in Q2 2026 at 169 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #167.

Ogorek Anthony Joseph first reported a position in TRV in Q3 2018 and has held it in 32 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Ogorek Anthony Joseph held 169 shares of Travelers Companies worth $55K as of Q2 2026.
Ogorek Anthony Joseph left its Travelers Companies share count unchanged in Q2 2026.
Travelers Companies made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #167 holding.
Ogorek Anthony Joseph first reported a position in Travelers Companies in Q3 2018 and has held it in 32 quarters since.
1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.