Oliver Lagore Vanvalin Investment Group’s Travelers Companies TRV Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$84.9K	Buy	+321	New	+$84.6K	0.03%	195
2024 Q4	$77.3K	Hold	321	–	–	0.02%	210
2024 Q3	$75.2K	Hold	321	–	–	0.02%	204
2024 Q2	$65.3K	Hold	321	–	–	0.02%	211
2024 Q1	$73.9K	Sell	321 -9	-3%	-$1.92K	0.02%	211
2023 Q4	$62.9K	Hold	330	–	–	0.02%	197
2023 Q3	$53.9K	Buy	330 +152	+85%	+$25.4K	0.02%	233
2023 Q2	$30.9K	Sell	178 -5	-3%	-$882	0.01%	312
2023 Q1	$31.4K	Hold	183	–	–	0.01%	234
2022 Q4	$34.3K	Sell	183 -8	-4%	-$1.44K	0.02%	217
2022 Q3	$29K	Hold	191	–	–	0.02%	219
2022 Q2	$32K	Buy	191 +16	+9%	+$2.78K	0.02%	222
2022 Q1	$32K	Buy	+175	New	+$30K	0.02%	208

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TRV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Travelers Companies (TRV) in Q2 2025: 321 shares worth $84.9K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in TRV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in TRV in Q1 2022 and has held it in 13 quarters since. 1,630 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 321 shares of Travelers Companies worth $84.9K as of Q2 2025.
Travelers Companies was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Travelers Companies made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #195 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Travelers Companies in Q1 2022 and has held it in 13 quarters since.
1,630 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.