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Plato Investment Management’s Travelers Companies TRV Stock Holding History

Plato Investment Management’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
Q2 		$5.09M Buy
10,260
+5,421
+112% +$1.64M 0.29% 74
2026
Q1 		$1.41M Hold
4,839
– – 0.09% 217
2025
Q4 		$1.41M Sell
4,839
-226
-4% -$63.6K 0.09% 216
2025
Q3 		$1.4M Hold
5,065
– – 0.1% 218
2025
Q2 		$1.35M Buy
5,065
+3
+0.1% +$791 0.1% 208
2025
Q1 		$1.35M Sell
5,062
-297
-6% -$74K 0.11% 197
2024
Q4 		$1.3M Hold
5,359
– – 0.1% 226
2024
Q3 		$1.25M Sell
5,359
-10
-0.2% -$2.21K 0.1% 212
2024
Q2 		$1.09M Hold
5,369
– – 0.1% 195
2024
Q1 		$1.24M Buy
5,369
+4,426
+469% +$946K 0.13% 177
2023
Q4 		$180K Buy
+943
New +$163K 0.22% 110

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plato Investment Management's TRV Position: Q2 2026 in Review

Plato Investment Management increased its Travelers Companies (TRV) stake by 112% in Q2 2026, buying an estimated $1.64M and bringing the position to 10,260 shares worth $5.09M. The position accounts for 0.29% of the portfolio, ranked #74.

Plato Investment Management first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Plato Investment Management held 10,260 shares of Travelers Companies worth $5.09M as of Q2 2026.
  • Plato Investment Management bought 5,421 Travelers Companies shares in Q2 2026, an estimated $1.64M.
  • Travelers Companies made up 0.29% of Plato Investment Management's portfolio in Q2 2026, its #74 holding.
  • Plato Investment Management first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.