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Sapient Capital’s Travelers Companies TRV Stock Holding History

Sapient Capital’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 		– Sell
-847
Closed -$247K – 477
2026
Q1 		$247K Buy
+847
New +$248K ﹤0.01% 398
2025
Q4 		– Sell
-754
Closed -$208K – 438
2025
Q3 		$208K Sell
754
-2
-0.3% -$536 ﹤0.01% 370
2025
Q2 		$202K Sell
756
-26
-3% -$6.85K ﹤0.01% 361
2025
Q1 		$207K Buy
+782
New +$195K ﹤0.01% 350

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

Sapient Capital's TRV Position: Q2 2026 in Review

Sapient Capital sold out of Travelers Companies (TRV) in Q2 2026, closing a stake of 847 shares — an estimated $247K sold.

Sapient Capital first reported a position in TRV in Q1 2025 and held it in 4 quarters. The position peaked at $247K in Q1 2026. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Sapient Capital reported no remaining Travelers Companies position as of Q2 2026 after selling out during the quarter.
  • Sapient Capital sold 847 Travelers Companies shares in Q2 2026, an estimated $247K.
  • Sapient Capital first reported a position in Travelers Companies in Q1 2025 and held it in 4 quarters.
  • Sapient Capital's Travelers Companies position peaked at $247K in Q1 2026.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.