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Towneley Capital Management’s Travelers Companies TRV Stock Holding History

Towneley Capital Management’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
-912
Closed -$241K – 44
2025
Q1 		$241K Buy
+912
New +$227K 0.06% 39

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 $298B AUM 21.96% 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

Towneley Capital Management's TRV Position: Q2 2025 in Review

Towneley Capital Management sold out of Travelers Companies (TRV) in Q2 2025, closing a stake of 912 shares — an estimated $241K sold.

Towneley Capital Management first reported a position in TRV in Q1 2025 and held it in 1 quarter. The position peaked at $241K in Q1 2025. 1,630 funds tracked by Wall St. Rank hold TRV as of Q2 2025.

  • Towneley Capital Management reported no remaining Travelers Companies position as of Q2 2025 after selling out during the quarter.
  • Towneley Capital Management sold 912 Travelers Companies shares in Q2 2025, an estimated $241K.
  • Towneley Capital Management first reported a position in Travelers Companies in Q1 2025 and held it in 1 quarter.
  • Towneley Capital Management's Travelers Companies position peaked at $241K in Q1 2025.
  • 1,630 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2025.

Based on Towneley Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.