StoneX Group’s Travelers Companies TRV Stock Holding History

StoneX Group’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	$287K	Sell	984 -1,893	-66%	-$555K	0.02%	593
2025 Q4	$835K	Buy	2,877 +402	+16%	+$113K	0.04%	399
2025 Q3	$691K	Buy	2,475 +3	+0.1%	+$803	0.03%	452
2025 Q2	$662K	Sell	2,472 -175	-7%	-$46.1K	0.03%	428
2025 Q1	$700K	Buy	+2,647	New	+$659K	0.04%	373
2024 Q2	–	Sell	-895	Closed	-$206K	–	441
2024 Q1	$206K	Sell	895 -338	-27%	-$72.2K	0.11%	281
2023 Q4	$235K	Buy	+1,233	New	+$213K	0.13%	245
2023 Q3	–	Sell	-1,625	Closed	-$282K	–	466
2023 Q2	$282K	Buy	+1,625	New	+$287K	0.16%	196
2017 Q3	–	Sell	-16,040	Closed	-$2.03M	–	340
2017 Q2	$2.03M	Buy	+16,040	New	+$1.97M	0.63%	29

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

StoneX Group's TRV Position: Q1 2026 in Review

StoneX Group reduced its Travelers Companies (TRV) stake by 66% in Q1 2026, selling an estimated $555K and leaving 984 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #593.

StoneX Group first reported a position in TRV in Q2 2017 and has held it in 9 quarters since. The position peaked at $2.03M in Q2 2017. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

StoneX Group held 984 shares of Travelers Companies worth $287K as of Q1 2026.
StoneX Group sold 1,893 Travelers Companies shares in Q1 2026, an estimated $555K.
Travelers Companies made up 0.02% of StoneX Group's portfolio in Q1 2026, its #593 holding.
StoneX Group first reported a position in Travelers Companies in Q2 2017 and has held it in 9 quarters since.
StoneX Group's Travelers Companies position peaked at $2.03M in Q2 2017.
1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.