Stance Capital’s Travelers Companies TRV Stock Holding History

Stance 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 Q1	–	Sell	-14,428	Closed	-$4.18M	–	321
2025 Q4	$4.18M	Buy	+14,428	New	+$4.06M	1.54%	9
2025 Q3	–	Sell	-4,939	Closed	-$1.32M	–	308
2025 Q2	$1.32M	Buy	+4,939	New	+$1.3M	0.5%	107
2025 Q1	–	Sell	-1	Closed	-$241	–	249
2024 Q4	$241	Buy	+1	New	+$250	﹤0.01%	254

Other funds holding TRV

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

Stance Capital's TRV Position: Q1 2026 in Review

Stance Capital sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 14,428 shares — an estimated $4.18M sold.

Stance Capital first reported a position in TRV in Q4 2024 and held it in 3 quarters. The position peaked at $4.18M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Stance Capital reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
Stance Capital sold 14,428 Travelers Companies shares in Q1 2026, an estimated $4.18M.
Stance Capital first reported a position in Travelers Companies in Q4 2024 and held it in 3 quarters.
Stance Capital's Travelers Companies position peaked at $4.18M in Q4 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.