Sage Mountain Advisors’s Travelers Companies TRV Stock Holding History

Sage Mountain Advisors’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	–	Sell	-1,029	Closed	-$298K	–	541
2025 Q4	$298K	Buy	+1,029	New	+$290K	0.02%	390
2025 Q3	–	Sell	-1,059	Closed	-$283K	–	571
2025 Q2	$283K	Buy	+1,059	New	+$279K	0.02%	344
2025 Q1	–	Sell	-965	Closed	-$232K	–	520
2024 Q4	$232K	Buy	+965	New	+$241K	0.02%	347
2024 Q2	–	Sell	-1,043	Closed	-$240K	–	448
2024 Q1	$240K	Buy	+1,043	New	+$223K	0.02%	290

Other funds holding TRV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sage Mountain Advisors's TRV Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 1,029 shares — an estimated $298K sold.

Sage Mountain Advisors first reported a position in TRV in Q1 2024 and held it in 4 quarters. The position peaked at $298K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Sage Mountain Advisors reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 1,029 Travelers Companies shares in Q1 2026, an estimated $298K.
Sage Mountain Advisors first reported a position in Travelers Companies in Q1 2024 and held it in 4 quarters.
Sage Mountain Advisors's Travelers Companies position peaked at $298K in Q4 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.