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 Q2	$221K	Buy	+670	New	+$203K	0.11%	135
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sutton Place Investors's TRV Position: Q2 2026 in Review

Sutton Place Investors opened a new position in Travelers Companies (TRV) in Q2 2026: 670 shares worth $221K. The stake represents 0.11% of the portfolio and ranks #135 among its holdings. This is a return to the name: Sutton Place Investors previously reported a position in TRV as recently as Q4 2025.

Sutton Place Investors first reported a position in TRV in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2024. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Sutton Place Investors held 670 shares of Travelers Companies worth $221K as of Q2 2026.
Travelers Companies was a new Sutton Place Investors position in Q2 2026.
Travelers Companies made up 0.11% of Sutton Place Investors's portfolio in Q2 2026, its #135 holding.
Sutton Place Investors first reported a position in Travelers Companies in Q1 2024 and has held it in 6 quarters since.
Sutton Place Investors's Travelers Companies position peaked at $1.09M in Q4 2024.
1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.