TF
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Tudor Financial’s Travelers Companies TRV Stock Holding History

Tudor Financial’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 		$1.39M Hold
4,200
– – 0.62% 49
2026
Q1 		$1.23M Hold
4,200
– – 0.63% 48
2025
Q4 		$1.22M Hold
4,200
– – 0.62% 45
2025
Q3 		$1.17M Hold
4,200
– – 0.62% 45
2025
Q2 		$1.12M Hold
4,200
– – 0.64% 41
2025
Q1 		$1.11M Hold
4,200
– – 0.67% 38
2024
Q4 		$1.01M Hold
4,200
– – 0.59% 50
2024
Q3 		$983K Buy
+4,200
New +$926K 0.61% 47

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tudor Financial's TRV Position: Q2 2026 in Review

Tudor Financial held its Travelers Companies (TRV) position steady in Q2 2026 at 4,200 shares worth $1.39M. The position accounts for 0.62% of the portfolio, ranked #49.

Tudor Financial first reported a position in TRV in Q3 2024 and has held it in 8 quarters since. 1,858 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Tudor Financial held 4,200 shares of Travelers Companies worth $1.39M as of Q2 2026.
  • Tudor Financial left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 0.62% of Tudor Financial's portfolio in Q2 2026, its #49 holding.
  • Tudor Financial first reported a position in Travelers Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.