RE
TRV icon

Rydar Equities’s Travelers Companies TRV Stock Holding History

Rydar Equities’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 		$1.63M Buy
5,596
+151
+3% +$44.2K 1.26% 28
2025
Q4 		$1.58M Buy
5,445
+642
+13% +$181K 1.23% 28
2025
Q3 		$1.33M Sell
4,803
-32
-0.7% -$8.57K 1.07% 29
2025
Q2 		$1.29M Buy
+4,835
New +$1.27M 1.02% 31

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

Rydar Equities's TRV Position: Q1 2026 in Review

Rydar Equities increased its Travelers Companies (TRV) stake by 2.8% in Q1 2026, buying an estimated $44.2K and bringing the position to 5,596 shares worth $1.63M. The position accounts for 1.26% of the portfolio, ranked #28.

Rydar Equities first reported a position in TRV in Q2 2025 and has held it in 4 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Rydar Equities held 5,596 shares of Travelers Companies worth $1.63M as of Q1 2026.
  • Rydar Equities bought 151 Travelers Companies shares in Q1 2026, an estimated $44.2K.
  • Travelers Companies made up 1.26% of Rydar Equities's portfolio in Q1 2026, its #28 holding.
  • Rydar Equities first reported a position in Travelers Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Rydar Equities's 13F filing for Q1 2026, filed 13 Apr 2026.