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Sachetta’s Travelers Companies TRV Stock Holding History

Sachetta’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 		$33.3K Buy
101
+10
+11% +$3.03K 0.02% 238
2026
Q1 		$26.5K Buy
91
+20
+28% +$5.86K 0.01% 275
2025
Q4 		$20.6K Hold
71
– – 0.01% 289
2025
Q3 		$19.8K Sell
71
-4
-5% -$1.07K 0.01% 362
2025
Q2 		$20.1K Buy
75
+11
+17% +$2.9K 0.01% 350
2025
Q1 		$16.9K Sell
64
-7
-10% -$1.74K 0.01% 365
2024
Q4 		$17.1K Buy
71
+7
+11% +$1.75K 0.01% 377
2024
Q3 		$15K Hold
64
– – 0.01% 401
2024
Q2 		$14.1K Buy
64
+8
+14% +$1.72K 0.01% 383
2024
Q1 		$10.7K Hold
56
– – 0.01% 400
2023
Q4 		$10.7K Buy
+56
New +$9.7K 0.01% 400

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

Sachetta's TRV Position: Q2 2026 in Review

Sachetta increased its Travelers Companies (TRV) stake by 11% in Q2 2026, buying an estimated $3.03K and bringing the position to 101 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #238.

Sachetta first reported a position in TRV in Q4 2023 and has held it in 11 quarters since. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Sachetta held 101 shares of Travelers Companies worth $33.3K as of Q2 2026.
  • Sachetta bought 10 Travelers Companies shares in Q2 2026, an estimated $3.03K.
  • Travelers Companies made up 0.02% of Sachetta's portfolio in Q2 2026, its #238 holding.
  • Sachetta first reported a position in Travelers Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.