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Tiemann Investment Advisors’s Travelers Companies TRV Stock Holding History

Tiemann Investment Advisors’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 		$419K Buy
1,435
+50
+4% +$14.6K 0.16% 107
2025
Q4 		$402K Sell
1,385
-60
-4% -$16.9K 0.16% 113
2025
Q3 		$403K Hold
1,445
– – 0.15% 112
2025
Q2 		$387K Sell
1,445
-15
-1% -$3.95K 0.16% 115
2025
Q1 		$386K Hold
1,460
– – 0.18% 108
2024
Q4 		$352K Hold
1,460
– – 0.16% 114
2024
Q3 		$342K Hold
1,460
– – 0.15% 130
2024
Q2 		$297K Hold
1,460
– – 0.13% 140
2024
Q1 		$336K Hold
1,460
– – 0.15% 133
2023
Q4 		$278K Hold
1,460
– – 0.14% 146
2023
Q3 		$238K Buy
1,460
+25
+2% +$4.17K 0.13% 161
2023
Q2 		$249K Sell
1,435
-15
-1% -$2.65K 0.13% 163
2023
Q1 		$249K Sell
1,450
-60
-4% -$10.9K 0.14% 167
2022
Q4 		$283K Hold
1,510
– – 0.17% 141
2022
Q3 		$231K Buy
1,510
+10
+0.7% +$1.63K 0.15% 148
2022
Q2 		$254K Hold
1,500
– – 0.14% 154
2022
Q1 		$274K Sell
1,500
-143
-9% -$24.5K 0.13% 163
2021
Q4 		$257K Sell
1,643
-50
-3% -$7.81K 0.11% 180
2021
Q3 		$257K Buy
1,693
+1
+0.1% +$155 0.12% 169
2021
Q2 		$253K Sell
1,692
-99
-6% -$15.4K 0.12% 177
2021
Q1 		$269K Sell
1,791
-75
-4% -$11K 0.13% 167
2020
Q4 		$262K Buy
1,866
+101
+6% +$13K 0.14% 161
2020
Q3 		$191K Sell
1,765
-74
-4% -$8.48K 0.12% 182
2020
Q2 		$210K Buy
1,839
+41
+2% +$4.32K 0.14% 169
2020
Q1 		$179K Buy
1,798
+76
+4% +$9.45K 0.16% 158
2019
Q4 		$236K Sell
1,722
-325
-16% -$44.2K 0.16% 156
2019
Q3 		$304K Buy
2,047
+251
+14% +$37.3K 0.22% 121
2019
Q2 		$269K Buy
1,796
+1
+0.1% +$144 0.2% 143
2019
Q1 		$246K Sell
1,795
-110
-6% -$14.1K 0.19% 149
2018
Q4 		$228K Buy
1,905
+1
+0.1% +$125 0.2% 142
2018
Q3 		$247K Buy
1,904
+76
+4% +$9.81K 0.19% 149
2018
Q2 		$224K Sell
1,828
-250
-12% -$32.7K 0.18% 153
2018
Q1 		$289K Sell
2,078
-189
-8% -$26.4K 0.23% 120
2017
Q4 		$308K Buy
2,267
+1
+0% +$132 0.25% 120
2017
Q3 		$278K Sell
2,266
-50
-2% -$6.24K 0.24% 128
2017
Q2 		$293K Sell
2,316
-49
-2% -$6.03K 0.26% 117
2017
Q1 		$285K Sell
2,365
-300
-11% -$36.1K 0.26% 120
2016
Q4 		$326K Sell
2,665
-499
-16% -$57K 0.32% 99
2016
Q3 		$363K Sell
3,164
-99
-3% -$11.6K 0.33% 92
2016
Q2 		$389K Hold
3,263
– – 0.36% 86
2016
Q1 		$381K Buy
3,263
+1
+0% +$109 0.38% 82
2015
Q4 		$368K Hold
3,262
– – 0.37% 84
2015
Q3 		$325K Buy
3,262
+41
+1% +$4.19K 0.36% 90
2015
Q2 		$311K Buy
3,221
+500
+18% +$51.2K 0.32% 103
2015
Q1 		$294K Buy
2,721
+1
+0% +$107 0.31% 106
2014
Q4 		$288K Buy
2,720
+150
+6% +$15.1K 0.31% 106
2014
Q3 		$241K Buy
2,570
+75
+3% +$6.99K 0.27% 118
2014
Q2 		$235K Sell
2,495
-250
-9% -$22.8K 0.26% 122
2014
Q1 		$234K Sell
2,745
-400
-13% -$33.6K 0.26% 124
2013
Q4 		$285K Buy
+3,145
New +$275K 0.34% 100

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

Tiemann Investment Advisors's TRV Position: Q1 2026 in Review

Tiemann Investment Advisors increased its Travelers Companies (TRV) stake by 3.6% in Q1 2026, buying an estimated $14.6K and bringing the position to 1,435 shares worth $419K. The position accounts for 0.16% of the portfolio, ranked #107.

Tiemann Investment Advisors first reported a position in TRV in Q4 2013 and has held it in 50 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Tiemann Investment Advisors held 1,435 shares of Travelers Companies worth $419K as of Q1 2026.
  • Tiemann Investment Advisors bought 50 Travelers Companies shares in Q1 2026, an estimated $14.6K.
  • Travelers Companies made up 0.16% of Tiemann Investment Advisors's portfolio in Q1 2026, its #107 holding.
  • Tiemann Investment Advisors first reported a position in Travelers Companies in Q4 2013 and has held it in 50 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.