Vinva Investment Management’s Travelers Companies TRV Stock Holding History

Vinva Investment 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 Q1	–	Sell	-28,912	Closed	-$8.45M	–	496
2025 Q4	$8.45M	Buy	28,912 +8,375	+41%	+$2.36M	0.11%	172
2025 Q3	$5.68M	Sell	20,537 -387	-2%	-$104K	0.11%	176
2025 Q2	$5.51M	Sell	20,924 -1,299	-6%	-$342K	0.14%	157
2025 Q1	$5.82M	Buy	22,223 +3,963	+22%	+$987K	0.23%	116
2024 Q4	$4.38M	Buy	18,260 +5,573	+44%	+$1.39M	0.17%	140
2024 Q3	$3M	Buy	12,687 +815	+7%	+$180K	0.13%	179
2024 Q2	$2.46M	Buy	11,872 +3,247	+38%	+$698K	0.12%	181
2024 Q1	$1.98M	Buy	+8,625	New	+$1.84M	0.11%	209
2023 Q3	–	Sell	-6,939	Closed	-$1.19M	–	404
2023 Q2	$1.19M	Sell	6,939 -393	-5%	-$69.3K	0.1%	215
2023 Q1	$1.25M	Buy	+7,332	New	+$1.33M	0.1%	216

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

Vinva Investment Management's TRV Position: Q1 2026 in Review

Vinva Investment Management sold out of Travelers Companies (TRV) in Q1 2026, closing a stake of 28,912 shares — an estimated $8.45M sold.

Vinva Investment Management first reported a position in TRV in Q1 2023 and held it in 10 quarters. The position peaked at $8.45M in Q4 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Vinva Investment Management reported no remaining Travelers Companies position as of Q1 2026 after selling out during the quarter.
Vinva Investment Management sold 28,912 Travelers Companies shares in Q1 2026, an estimated $8.45M.
Vinva Investment Management first reported a position in Travelers Companies in Q1 2023 and held it in 10 quarters.
Vinva Investment Management's Travelers Companies position peaked at $8.45M in Q4 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.