RE
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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
Q2 		$2.61M Buy
7,159
+1,563
+28% +$474K 1.47% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Rydar Equities's TRV Position: Q2 2026 in Review

Rydar Equities increased its Travelers Companies (TRV) stake by 28% in Q2 2026, buying an estimated $474K and bringing the position to 7,159 shares worth $2.61M. The position accounts for 1.47% of the portfolio, ranked #21.

Rydar Equities first reported a position in TRV in Q2 2025 and has held it in 5 quarters since. 1,855 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Rydar Equities held 7,159 shares of Travelers Companies worth $2.61M as of Q2 2026.
  • Rydar Equities bought 1,563 Travelers Companies shares in Q2 2026, an estimated $474K.
  • Travelers Companies made up 1.47% of Rydar Equities's portfolio in Q2 2026, its #21 holding.
  • Rydar Equities first reported a position in Travelers Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,855 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Rydar Equities's 13F filing for Q2 2026, filed 21 Jul 2026.