RHIG
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R.H. Investment Group’s Travelers Companies TRV Stock Holding History

R.H. Investment Group’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 		$6.13M Hold
20,319
– – 4.73% 6
2025
Q4 		$5.89M Sell
20,319
-25
-0.1% -$7.04K 4.94% 6
2025
Q3 		$5.68M Buy
20,344
+40
+0.2% +$10.7K 4.93% 5
2025
Q2 		$5.43M Buy
+20,304
New +$5.35M 4.98% 6
2025
Q1 		– Sell
-20,211
Closed -$4.87M – 32
2024
Q4 		$4.87M Buy
+20,211
New +$5.05M 4.59% 8

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

R.H. Investment Group's TRV Position: Q1 2026 in Review

R.H. Investment Group held its Travelers Companies (TRV) position steady in Q1 2026 at 20,319 shares worth $6.13M. The position accounts for 4.73% of the portfolio, ranked #6.

R.H. Investment Group first reported a position in TRV in Q4 2024 and has held it in 5 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • R.H. Investment Group held 20,319 shares of Travelers Companies worth $6.13M as of Q1 2026.
  • R.H. Investment Group left its Travelers Companies share count unchanged in Q1 2026.
  • Travelers Companies made up 4.73% of R.H. Investment Group's portfolio in Q1 2026, its #6 holding.
  • R.H. Investment Group first reported a position in Travelers Companies in Q4 2024 and has held it in 5 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.