Peachtree Investment Partners’s Travelers Companies TRV Stock Holding History

Peachtree Investment Partners’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	$236K	Buy	809 +26	+3%	+$7.62K	0.09%	86
2025 Q4	$227K	Sell	783 -24	-3%	-$6.75K	0.08%	85
2025 Q3	$225K	Sell	807 -310	-28%	-$83K	0.08%	89
2025 Q2	$299K	Buy	1,117 +201	+22%	+$53K	0.11%	72
2025 Q1	$242K	Buy	+916	New	+$228K	0.1%	81
2024 Q1	–	Sell	-1,412	Closed	-$269K	–	108
2023 Q4	$269K	Buy	1,412 +2	+0.1%	+$346	0.11%	75
2023 Q3	$230K	Buy	1,410 +3	+0.2%	+$501	0.12%	75
2023 Q2	$244K	Sell	1,407 -32	-2%	-$5.64K	0.11%	79
2023 Q1	$247K	Sell	1,439 -301	-17%	-$54.7K	0.15%	65
2022 Q4	$326K	Buy	+1,740	New	+$313K	0.2%	62

Other funds holding TRV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peachtree Investment Partners's TRV Position: Q1 2026 in Review

Peachtree Investment Partners increased its Travelers Companies (TRV) stake by 3.3% in Q1 2026, buying an estimated $7.62K and bringing the position to 809 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #86.

Peachtree Investment Partners first reported a position in TRV in Q4 2022 and has held it in 10 quarters since. The position peaked at $326K in Q4 2022. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Peachtree Investment Partners held 809 shares of Travelers Companies worth $236K as of Q1 2026.
Peachtree Investment Partners bought 26 Travelers Companies shares in Q1 2026, an estimated $7.62K.
Travelers Companies made up 0.09% of Peachtree Investment Partners's portfolio in Q1 2026, its #86 holding.
Peachtree Investment Partners first reported a position in Travelers Companies in Q4 2022 and has held it in 10 quarters since.
Peachtree Investment Partners's Travelers Companies position peaked at $326K in Q4 2022.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.