Scientech Research LLC’s Travelers Companies TRV Stock Holding History

Scientech Research LLC’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 Q4	–	Sell	-2,443	Closed	-$682K	–	804
2025 Q3	$682K	Buy	+2,443	New	+$654K	0.24%	171
2025 Q2	–	Sell	-3,214	Closed	-$850K	–	849
2025 Q1	$850K	Sell	3,214 -117	-4%	-$29.1K	0.23%	185
2024 Q4	$802K	Sell	3,331 -2,661	-44%	-$664K	0.23%	159
2024 Q3	$1.4M	Sell	5,992 -6,011	-50%	-$1.33M	0.28%	110
2024 Q2	$2.44M	Buy	12,003 +10,370	+635%	+$2.23M	0.5%	18
2024 Q1	$376K	Buy	+1,633	New	+$349K	0.2%	234

Other funds holding TRV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Scientech Research LLC's TRV Position: Q4 2025 in Review

Scientech Research LLC sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 2,443 shares — an estimated $682K sold.

Scientech Research LLC first reported a position in TRV in Q1 2024 and held it in 6 quarters. The position peaked at $2.44M in Q2 2024. 1,770 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

Scientech Research LLC reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
Scientech Research LLC sold 2,443 Travelers Companies shares in Q4 2025, an estimated $682K.
Scientech Research LLC first reported a position in Travelers Companies in Q1 2024 and held it in 6 quarters.
Scientech Research LLC's Travelers Companies position peaked at $2.44M in Q2 2024.
1,770 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Scientech Research LLC's 13F filing for Q4 2025, filed 17 Feb 2026.