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Sutton Place Investors’s Travelers Companies TRV Stock Holding History

Sutton Place Investors’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
-704
Closed -$204K – 141
2025
Q4 		$204K Buy
+704
New +$198K 0.11% 126
2025
Q1 		– Sell
-4,507
Closed -$1.09M – 134
2024
Q4 		$1.09M Buy
4,507
+7
+0.2% +$1.75K 0.63% 43
2024
Q3 		$1.05M Buy
4,500
+18
+0.4% +$3.97K 0.64% 44
2024
Q2 		$911K Buy
4,482
+7
+0.2% +$1.5K 0.61% 46
2024
Q1 		$1.03M Buy
+4,475
New +$956K 0.51% 58

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

Sutton Place Investors's TRV Position: Q1 2026 in Review

Sutton Place Investors sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 704 shares — an estimated $204K sold.

Sutton Place Investors first reported a position in TRV in Q1 2024 and held it in 5 quarters. The position peaked at $1.09M in Q4 2024. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Sutton Place Investors reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
  • Sutton Place Investors sold 704 Travelers Companies shares in Q1 2026, an estimated $204K.
  • Sutton Place Investors first reported a position in Travelers Companies in Q1 2024 and held it in 5 quarters.
  • Sutton Place Investors's Travelers Companies position peaked at $1.09M in Q4 2024.
  • 1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.