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PharVision Advisers’s Travelers Companies TRV Stock Holding History

PharVision Advisers’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 		– Sell
-864
Closed -$251K – 604
2025
Q4 		$251K Buy
+864
New +$243K 0.13% 387
2025
Q3 		– Sell
-829
Closed -$222K – 798
2025
Q2 		$222K Buy
+829
New +$219K 0.32% 173

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

PharVision Advisers's TRV Position: Q1 2026 in Review

PharVision Advisers sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 864 shares — an estimated $251K sold.

PharVision Advisers first reported a position in TRV in Q2 2025 and held it in 2 quarters. The position peaked at $251K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • PharVision Advisers reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 864 Travelers Companies shares in Q1 2026, an estimated $251K.
  • PharVision Advisers first reported a position in Travelers Companies in Q2 2025 and held it in 2 quarters.
  • PharVision Advisers's Travelers Companies position peaked at $251K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.