SFO
TRV icon

Stokes Family Office’s Travelers Companies TRV Stock Holding History

Stokes Family Office’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 		$588K Sell
2,017
-685
-25% -$201K 0.06% 174
2025
Q4 		$784K Buy
2,702
+1,212
+81% +$341K 0.07% 153
2025
Q3 		$416K Buy
1,490
+663
+80% +$178K 0.04% 197
2025
Q2 		$221K Sell
827
-5
-0.6% -$1.32K 0.02% 218
2025
Q1 		$220K Sell
832
-97
-10% -$24.2K 0.02% 220
2024
Q4 		$224K Buy
+929
New +$232K 0.02% 224
2023
Q4 		– Sell
-4,378
Closed -$715K – 334
2023
Q3 		$715K Sell
4,378
-163
-4% -$27.2K 0.08% 154
2023
Q2 		$789K Buy
4,541
+817
+22% +$144K 0.09% 142
2023
Q1 		$638K Sell
3,724
-298
-7% -$54.2K 0.08% 148
2022
Q4 		$754K Buy
4,022
+149
+4% +$26.8K 0.1% 130
2022
Q3 		$593K Sell
3,873
-178
-4% -$28.9K 0.08% 142
2022
Q2 		$685K Buy
4,051
+28
+0.7% +$4.87K 0.09% 135
2022
Q1 		$735K Buy
4,023
+378
+10% +$64.8K 0.1% 129
2021
Q4 		$570K Sell
3,645
-82
-2% -$12.8K 0.07% 149
2021
Q3 		$567K Buy
3,727
+813
+28% +$126K 0.08% 135
2021
Q2 		$436K Buy
2,914
+396
+16% +$61.4K 0.06% 152
2021
Q1 		$380K Buy
2,518
+1,083
+75% +$159K 0.06% 152
2020
Q4 		$201K Buy
+1,435
New +$184K 0.04% 167

Other funds holding TRV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Stokes Family Office's TRV Position: Q1 2026 in Review

Stokes Family Office reduced its Travelers Companies (TRV) stake by 25% in Q1 2026, selling an estimated $201K and leaving 2,017 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #174.

Stokes Family Office first reported a position in TRV in Q4 2020 and has held it in 18 quarters since. The position peaked at $789K in Q2 2023. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Stokes Family Office held 2,017 shares of Travelers Companies worth $588K as of Q1 2026.
  • Stokes Family Office sold 685 Travelers Companies shares in Q1 2026, an estimated $201K.
  • Travelers Companies made up 0.06% of Stokes Family Office's portfolio in Q1 2026, its #174 holding.
  • Stokes Family Office first reported a position in Travelers Companies in Q4 2020 and has held it in 18 quarters since.
  • Stokes Family Office's Travelers Companies position peaked at $789K in Q2 2023.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.