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Savoie Capital’s Travelers Companies TRV Stock Holding History

Savoie 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
2025
Q2 		$2.68M Hold
10,000
– – 0.33% 45
2025
Q1 		$2.41M Hold
10,000
– – 0.29% 47
2024
Q4 		$2.41M Hold
10,000
– – 0.29% 47
2024
Q3 		$2.34M Hold
10,000
– – 0.29% 48
2024
Q2 		$2.03M Hold
10,000
– – 0.26% 47
2024
Q1 		$2.3M Hold
10,000
– – 0.32% 49
2023
Q4 		$1.9M Buy
+10,000
New +$1.73M 0.44% 44

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Savoie Capital's TRV Position: Q2 2025 in Review

Savoie Capital held its Travelers Companies (TRV) position steady in Q2 2025 at 10,000 shares worth $2.68M. The position accounts for 0.33% of the portfolio, ranked #45.

Savoie Capital first reported a position in TRV in Q4 2023 and has held it in 7 quarters since. 1,629 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Savoie Capital held 10,000 shares of Travelers Companies worth $2.68M as of Q2 2025.
  • Savoie Capital left its Travelers Companies share count unchanged in Q2 2025.
  • Travelers Companies made up 0.33% of Savoie Capital's portfolio in Q2 2025, its #45 holding.
  • Savoie Capital first reported a position in Travelers Companies in Q4 2023 and has held it in 7 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.