Painted Porch Advisors’s Travelers Companies TRV Stock Holding History

Painted Porch Advisors’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 Q1	–	Sell	-93	Closed	-$22.4K	–	573
2024 Q4	$22.4K	Buy	+93	New	+$23.2K	0.01%	213
2024 Q3	–	Sell	-2	Closed	-$317	–	445
2024 Q2	$317	Buy	+2	New	+$430	﹤0.01%	374

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Painted Porch Advisors's TRV Position: Q1 2025 in Review

Painted Porch Advisors sold out of Travelers Companies (TRV) in Q1 2025, closing a stake of 93 shares — an estimated $22.4K sold.

Painted Porch Advisors first reported a position in TRV in Q2 2024 and held it in 2 quarters. The position peaked at $22.4K in Q4 2024. 1,632 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

Painted Porch Advisors reported no remaining Travelers Companies position as of Q1 2025 after selling out during the quarter.
Painted Porch Advisors sold 93 Travelers Companies shares in Q1 2025, an estimated $22.4K.
Painted Porch Advisors first reported a position in Travelers Companies in Q2 2024 and held it in 2 quarters.
Painted Porch Advisors's Travelers Companies position peaked at $22.4K in Q4 2024.
1,632 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Painted Porch Advisors's 13F filing for Q1 2025, filed 14 Jul 2025.