TFF
TRV icon

The Family Firm’s Travelers Companies TRV Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-878
Closed -$232K – 187
2025
Q1 		$232K Buy
878
+1
+0.1% +$249 0.05% 194
2024
Q4 		$211K Hold
877
– – 0.05% 200
2024
Q3 		$205K Hold
877
– – 0.05% 206
2024
Q2 		$178K Buy
877
+1
+0.1% +$215 0.04% 210
2024
Q1 		$202K Buy
+876
New +$187K 0.05% 195

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

The Family Firm's TRV Position: Q2 2025 in Review

The Family Firm sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 878 shares — an estimated $232K sold.

The Family Firm first reported a position in TRV in Q1 2024 and held it in 5 quarters. The position peaked at $232K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • The Family Firm reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 878 Travelers Companies shares in Q2 2025, an estimated $232K.
  • The Family Firm first reported a position in Travelers Companies in Q1 2024 and held it in 5 quarters.
  • The Family Firm's Travelers Companies position peaked at $232K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.