Y.D. More Investments’s Travelers Companies TRV Stock Holding History

Y.D. More Investments’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	$40.3K	Sell	138 -23	-14%	-$6.74K	﹤0.01%	312
2025 Q4	$46.7K	Sell	161 -20	-11%	-$5.63K	﹤0.01%	295
2025 Q3	$50.5K	Sell	181 -26	-13%	-$6.96K	﹤0.01%	293
2025 Q2	$54.5K	Sell	207 -112	-35%	-$29.5K	﹤0.01%	300
2025 Q1	$84.4K	Buy	319 +39	+14%	+$9.72K	0.01%	280
2024 Q4	$67.4K	Buy	280 +153	+120%	+$38.2K	0.01%	283
2024 Q3	$29.7K	Buy	127 +6	+5%	+$1.32K	﹤0.01%	314
2024 Q2	$24.6K	Buy	+121	New	+$26K	﹤0.01%	336

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

Y.D. More Investments's TRV Position: Q1 2026 in Review

Y.D. More Investments reduced its Travelers Companies (TRV) stake by 14% in Q1 2026, selling an estimated $6.74K and leaving 138 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Y.D. More Investments first reported a position in TRV in Q2 2024 and has held it in 8 quarters since. The position peaked at $84.4K in Q1 2025. 1,785 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

Y.D. More Investments held 138 shares of Travelers Companies worth $40.3K as of Q1 2026.
Y.D. More Investments sold 23 Travelers Companies shares in Q1 2026, an estimated $6.74K.
Travelers Companies made up ﹤0.01% of Y.D. More Investments's portfolio in Q1 2026, its #312 holding.
Y.D. More Investments first reported a position in Travelers Companies in Q2 2024 and has held it in 8 quarters since.
Y.D. More Investments's Travelers Companies position peaked at $84.4K in Q1 2025.
1,785 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.