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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
Q2 		$357K Buy
1,089
+105
+11% +$31.8K 0.01% 723
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 – 742
2024
Q1 		$206K Sell
895
-338
-27% -$72.2K 0.02% 528
2023
Q4 		$235K Buy
+1,233
New +$213K 0.02% 483
2023
Q3 		– Sell
-1,625
Closed -$282K – 731
2023
Q2 		$282K Buy
+1,625
New +$287K 0.03% 423
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

StoneX Group's TRV Position: Q2 2026 in Review

StoneX Group increased its Travelers Companies (TRV) stake by 11% in Q2 2026, buying an estimated $31.8K and bringing the position to 1,089 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #723.

StoneX Group first reported a position in TRV in Q2 2017 and has held it in 10 quarters since. The position peaked at $2.03M in Q2 2017. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • StoneX Group held 1,089 shares of Travelers Companies worth $357K as of Q2 2026.
  • StoneX Group bought 105 Travelers Companies shares in Q2 2026, an estimated $31.8K.
  • Travelers Companies made up 0.01% of StoneX Group's portfolio in Q2 2026, its #723 holding.
  • StoneX Group first reported a position in Travelers Companies in Q2 2017 and has held it in 10 quarters since.
  • StoneX Group's Travelers Companies position peaked at $2.03M in Q2 2017.
  • 1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.