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Yoffe Investment Management’s Travelers Companies TRV Stock Holding History

Yoffe 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
Q2 		$1.32M Hold
3,987
– – 1.51% 18
2026
Q1 		$1.16M Hold
3,987
– – 1.49% 17
2025
Q4 		$1.16M Hold
3,987
– – 1.48% 15
2025
Q3 		$1.11M Hold
3,987
– – 1.45% 15
2025
Q2 		$1.07M Buy
3,987
+1
+0% +$264 1.46% 13
2025
Q1 		$1.05M Sell
3,986
-1
-0% -$249 1.55% 14
2024
Q4 		$960K Buy
+3,987
New +$995K 1.43% 15

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Yoffe Investment Management's TRV Position: Q2 2026 in Review

Yoffe Investment Management held its Travelers Companies (TRV) position steady in Q2 2026 at 3,987 shares worth $1.32M. The position accounts for 1.51% of the portfolio, ranked #18.

Yoffe Investment Management first reported a position in TRV in Q4 2024 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Yoffe Investment Management held 3,987 shares of Travelers Companies worth $1.32M as of Q2 2026.
  • Yoffe Investment Management left its Travelers Companies share count unchanged in Q2 2026.
  • Travelers Companies made up 1.51% of Yoffe Investment Management's portfolio in Q2 2026, its #18 holding.
  • Yoffe Investment Management first reported a position in Travelers Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,856 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.