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OpenArc Corporate Advisory’s Travelers Companies TRV Stock Holding History

OpenArc Corporate Advisory’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 		$659K Buy
2,259
+61
+3% +$17.9K 0.01% 387
2025
Q4 		$638K Buy
+2,198
New +$619K 0.01% 353

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

OpenArc Corporate Advisory's TRV Position: Q1 2026 in Review

OpenArc Corporate Advisory increased its Travelers Companies (TRV) stake by 2.8% in Q1 2026, buying an estimated $17.9K and bringing the position to 2,259 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #387.

OpenArc Corporate Advisory first reported a position in TRV in Q4 2025 and has held it in 2 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • OpenArc Corporate Advisory held 2,259 shares of Travelers Companies worth $659K as of Q1 2026.
  • OpenArc Corporate Advisory bought 61 Travelers Companies shares in Q1 2026, an estimated $17.9K.
  • Travelers Companies made up 0.01% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #387 holding.
  • OpenArc Corporate Advisory first reported a position in Travelers Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.