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 Q2	$45.2K	Sell	137 -1	-0.7%	-$303	﹤0.01%	328
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Y.D. More Investments's TRV Position: Q2 2026 in Review

Y.D. More Investments reduced its Travelers Companies (TRV) stake by 0.72% in Q2 2026, selling an estimated $303 and leaving 137 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Y.D. More Investments first reported a position in TRV in Q2 2024 and has held it in 9 quarters since. The position peaked at $84.4K in Q1 2025. 1,861 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

Y.D. More Investments held 137 shares of Travelers Companies worth $45.2K as of Q2 2026.
Y.D. More Investments sold 1 Travelers Companies share in Q2 2026, an estimated $303.
Travelers Companies made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #328 holding.
Y.D. More Investments first reported a position in Travelers Companies in Q2 2024 and has held it in 9 quarters since.
Y.D. More Investments's Travelers Companies position peaked at $84.4K in Q1 2025.
1,861 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.