Vanguard Personalized Indexing Management
TRV icon

Vanguard Personalized Indexing Management’s Travelers Companies TRV Stock Holding History

Vanguard Personalized Indexing 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
2026
Q2 		$14.6M Buy
44,175
+1,285
+3% +$389K 0.12% 126
2026
Q1 		$12.5M Buy
42,890
+1,074
+3% +$315K 0.12% 141
2025
Q4 		$12.1M Buy
41,816
+860
+2% +$242K 0.12% 130
2025
Q3 		$11.4M Buy
40,956
+1,714
+4% +$459K 0.12% 138
2025
Q2 		$10.5M Buy
39,242
+6,968
+22% +$1.84M 0.12% 145
2025
Q1 		$8.54M Buy
32,274
+1,031
+3% +$257K 0.13% 143
2024
Q4 		$7.53M Buy
31,243
+1,973
+7% +$493K 0.11% 146
2024
Q3 		$6.85M Buy
29,270
+3,953
+16% +$872K 0.11% 154
2024
Q2 		$5.11M Buy
25,317
+659
+3% +$142K 0.1% 167
2024
Q1 		$5.67M Buy
24,658
+2,032
+9% +$434K 0.12% 148
2023
Q4 		$4.31M Buy
22,626
+1,648
+8% +$285K 0.11% 165
2023
Q3 		$3.43M Sell
20,978
-2,345
-10% -$392K 0.1% 184
2023
Q2 		$4.05M Buy
23,323
+1,207
+5% +$213K 0.12% 143
2023
Q1 		$3.79M Buy
22,116
+7,320
+49% +$1.33M 0.13% 141
2022
Q4 		$2.77M Buy
14,796
+1,520
+11% +$273K 0.11% 177
2022
Q3 		$2.03M Buy
13,276
+204
+2% +$33.2K 0.09% 223
2022
Q2 		$2.21M Buy
13,072
+3,731
+40% +$649K 0.1% 187
2022
Q1 		$1.71M Buy
9,341
+2,498
+37% +$428K 0.08% 235
2021
Q4 		$1.07M Buy
6,843
+2,218
+48% +$347K 0.06% 358
2021
Q3 		$703K Buy
4,625
+1,022
+28% +$158K 0.06% 348
2021
Q2 		$539K Sell
3,603
-1,404
-28% -$218K 0.06% 447
2021
Q1 		$753K Buy
+5,007
New +$736K 0.11% 198
2020
Q4 		– Sell
-6,096
Closed -$659K – 579
2020
Q3 		$659K Buy
6,096
+1,030
+20% +$118K 0.18% 130
2020
Q2 		$578K Sell
5,066
-1,264
-20% -$133K 0.26% 91
2020
Q1 		$629K Buy
+6,330
New +$787K 0.37% 76

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

Vanguard Personalized Indexing Management's TRV Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Travelers Companies (TRV) stake by 3% in Q2 2026, buying an estimated $389K and bringing the position to 44,175 shares worth $14.6M. The position accounts for 0.12% of the portfolio, ranked #126.

Vanguard Personalized Indexing Management first reported a position in TRV in Q1 2020 and has held it in 25 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Vanguard Personalized Indexing Management held 44,175 shares of Travelers Companies worth $14.6M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,285 Travelers Companies shares in Q2 2026, an estimated $389K.
  • Travelers Companies made up 0.12% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #126 holding.
  • Vanguard Personalized Indexing Management first reported a position in Travelers Companies in Q1 2020 and has held it in 25 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.