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Salomon & Ludwin’s Travelers Companies TRV Stock Holding History

Salomon & Ludwin’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 		$63.2K Hold
189
– – 0.01% 438
2026
Q1 		$55.6K Sell
189
-55
-23% -$16.1K 0.01% 436
2025
Q4 		$70.2K Buy
244
+19
+8% +$5.35K 0.01% 318
2025
Q3 		$64K Buy
225
+149
+196% +$39.9K 0.01% 320
2025
Q2 		$19.6K Hold
76
– – ﹤0.01% 385
2025
Q1 		$20.1K Hold
76
– – ﹤0.01% 361
2024
Q4 		$18.3K Sell
76
-200
-72% -$49.9K ﹤0.01% 369
2024
Q3 		$64.6K Buy
276
+50
+22% +$11K 0.01% 233
2024
Q2 		$46K Sell
226
-119
-34% -$25.6K 0.01% 267
2024
Q1 		$79.4K Hold
345
– – 0.01% 283
2023
Q4 		$56.3K Hold
345
– – 0.01% 294
2023
Q3 		$56.3K Buy
+345
New +$57.6K 0.01% 294
2020
Q2 		– Sell
-120
Closed -$12K – 204
2020
Q1 		$12K Hold
120
– – ﹤0.01% 158
2019
Q4 		$16K Hold
120
– – ﹤0.01% 159
2019
Q3 		$18K Hold
120
– – ﹤0.01% 142
2019
Q2 		$18K Buy
120
+94
+362% +$13.6K ﹤0.01% 132
2019
Q1 		$4K Buy
26
+13
+100% +$1.66K ﹤0.01% 202
2018
Q4 		$2K Buy
+13
New +$1.63K ﹤0.01% 180

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

Salomon & Ludwin's TRV Position: Q2 2026 in Review

Salomon & Ludwin held its Travelers Companies (TRV) position steady in Q2 2026 at 189 shares worth $63.2K. The position accounts for 0.01% of the portfolio, ranked #438.

Salomon & Ludwin first reported a position in TRV in Q4 2018 and has held it in 18 quarters since. The position peaked at $79.4K in Q1 2024. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Salomon & Ludwin held 189 shares of Travelers Companies worth $63.2K as of Q2 2026.
  • Salomon & Ludwin left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #438 holding.
  • Salomon & Ludwin first reported a position in Travelers Companies in Q4 2018 and has held it in 18 quarters since.
  • Salomon & Ludwin's Travelers Companies position peaked at $79.4K in Q1 2024.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.