Viking Global Investors
TRV icon

Viking Global Investors’s Travelers Companies TRV Stock Holding History

Viking Global Investors’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
Q1 		– Sell
-671,750
Closed -$162M – 109
2024
Q4 		$162M Buy
+671,750
New +$168M 0.52% 52
2023
Q2 		– Sell
-378,345
Closed -$64.9M – 98
2023
Q1 		$64.9M Buy
+378,345
New +$68.8M 0.3% 57
2018
Q1 		– Sell
-495,762
Closed -$67.2M – 73
2017
Q4 		$67.2M Buy
+495,762
New +$65.4M 0.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Viking Global Investors's TRV Position: Q1 2025 in Review

Viking Global Investors sold out of Travelers Companies (TRV) in Q1 2025, closing a stake of 671,750 shares — an estimated $162M sold.

Viking Global Investors first reported a position in TRV in Q4 2017 and held it in 3 quarters. The position peaked at $162M in Q4 2024. 1,632 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

  • Viking Global Investors reported no remaining Travelers Companies position as of Q1 2025 after selling out during the quarter.
  • Viking Global Investors sold 671,750 Travelers Companies shares in Q1 2025, an estimated $162M.
  • Viking Global Investors first reported a position in Travelers Companies in Q4 2017 and held it in 3 quarters.
  • Viking Global Investors's Travelers Companies position peaked at $162M in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on Viking Global Investors's 13F filing for Q1 2025, filed 15 May 2025.