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Signature Equity Partners’s Travelers Companies TRV Stock Holding History

Signature Equity Partners’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 		$14.9K Sell
51
-2
-4% -$586 0.01% 716
2025
Q4 		$15.4K Buy
+53
New +$14.9K 0.01% 698

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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Signature Equity Partners's TRV Position: Q1 2026 in Review

Signature Equity Partners reduced its Travelers Companies (TRV) stake by 3.8% in Q1 2026, selling an estimated $586 and leaving 51 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #716.

Signature Equity Partners first reported a position in TRV in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.4K in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Signature Equity Partners held 51 shares of Travelers Companies worth $14.9K as of Q1 2026.
  • Signature Equity Partners sold 2 Travelers Companies shares in Q1 2026, an estimated $586.
  • Travelers Companies made up 0.01% of Signature Equity Partners's portfolio in Q1 2026, its #716 holding.
  • Signature Equity Partners first reported a position in Travelers Companies in Q4 2025 and has held it in 2 quarters since.
  • Signature Equity Partners's Travelers Companies position peaked at $15.4K in Q4 2025.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Signature Equity Partners's 13F filing for Q1 2026, filed 13 May 2026.