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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
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 $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

Plato Investment Management's TRV Position: Q1 2026 in Review

Plato Investment Management held its Travelers Companies (TRV) position steady in Q1 2026 at 4,839 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #217.

Plato Investment Management first reported a position in TRV in Q4 2023 and has held it in 10 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Plato Investment Management held 4,839 shares of Travelers Companies worth $1.41M as of Q1 2026.
  • Plato Investment Management left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up 0.09% of Plato Investment Management's portfolio in Q1 2026, its #217 holding.
  • Plato Investment Management first reported a position in Travelers Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.