BOLTON SECURITIES CORPORATION’s Travelers Companies TRV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.6M	Buy	+9,814	New	+$2.44M	0.15%	172

Other funds holding TRV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TRV Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Travelers Companies (TRV) in Q1 2025: 9,814 shares worth $2.6M. The stake represents 0.15% of the portfolio and ranks #172 among its holdings.

1,644 funds tracked by Wall St. Rank hold TRV as of Q1 2025.

BOLTON SECURITIES CORPORATION held 9,814 shares of Travelers Companies worth $2.6M as of Q1 2025.
Travelers Companies was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Travelers Companies made up 0.15% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #172 holding.
1,644 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.