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Summit Securities Group’s Travelers Companies TRV Stock Holding History

Summit Securities 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
2014
Q4 		– Sell
-29
Closed -$30K – 728
2014
Q3 		$30K Buy
+29
New +$2.7K 0.01% 453

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

Summit Securities Group's TRV Position: Q1 2026 in Review

Summit Securities Group opened a new position in Travelers Companies (TRV) in Q1 2026: 1,166 shares worth $340K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in TRV as recently as Q3 2025.

Summit Securities Group first reported a position in TRV in Q4 2013 and has held it in 21 quarters since. The position peaked at $911K in Q2 2022. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Summit Securities Group held 1,166 shares of Travelers Companies worth $340K as of Q1 2026.
  • Travelers Companies was a new Summit Securities Group position in Q1 2026.
  • Travelers Companies made up 0.04% of Summit Securities Group's portfolio in Q1 2026, its #182 holding.
  • Summit Securities Group first reported a position in Travelers Companies in Q4 2013 and has held it in 21 quarters since.
  • Summit Securities Group's Travelers Companies position peaked at $911K in Q2 2022.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.