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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tudor Financial's TRV Position: Q1 2026 in Review

Tudor Financial held its Travelers Companies (TRV) position steady in Q1 2026 at 4,200 shares worth $1.23M. The position accounts for 0.63% of the portfolio, ranked #48.

Tudor Financial first reported a position in TRV in Q3 2024 and has held it in 7 quarters since. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Tudor Financial held 4,200 shares of Travelers Companies worth $1.23M as of Q1 2026.
Tudor Financial left its Travelers Companies share count unchanged in Q1 2026.
Travelers Companies made up 0.63% of Tudor Financial's portfolio in Q1 2026, its #48 holding.
Tudor Financial first reported a position in Travelers Companies in Q3 2024 and has held it in 7 quarters since.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.