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Redwood Investment Management’s Travelers Companies TRV Stock Holding History

Redwood 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 		$1.04M Sell
3,561
-222
-6% -$65K 0.13% 150
2025
Q4 		$1.1M Buy
+3,783
New +$1.06M 0.12% 142
2023
Q2 		– Sell
-9,162
Closed -$1.57M – 272
2023
Q1 		$1.57M Buy
+9,162
New +$1.67M 0.17% 156
2022
Q2 		– Sell
-7,424
Closed -$1.36M – 289
2022
Q1 		$1.36M Buy
+7,424
New +$1.27M 0.2% 126

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

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

Redwood Investment Management reduced its Travelers Companies (TRV) stake by 5.9% in Q1 2026, selling an estimated $65K and leaving 3,561 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #150.

Redwood Investment Management first reported a position in TRV in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.57M in Q1 2023. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Redwood Investment Management held 3,561 shares of Travelers Companies worth $1.04M as of Q1 2026.
  • Redwood Investment Management sold 222 Travelers Companies shares in Q1 2026, an estimated $65K.
  • Travelers Companies made up 0.13% of Redwood Investment Management's portfolio in Q1 2026, its #150 holding.
  • Redwood Investment Management first reported a position in Travelers Companies in Q1 2022 and has held it in 4 quarters since.
  • Redwood Investment Management's Travelers Companies position peaked at $1.57M in Q1 2023.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.