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Yoffe Investment Management, LLC → TRV
Yoffe Investment Management, LLC TRV Position History
The Travelers Companies, Inc. • Financial Services
Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 4.0K | — | — |
| Q2 2026 | $1.3M | 4.0K | — | — |
| Q1 2026 | $1.2M | 4.0K | — | — |
| Q4 2025 | $1.2M | 4.0K | — | — |
Other funds holding TRV
$5.2B
$5.2B
$4.7B
$1.7B
$1.6B
$914.4M
Other Yoffe Investment Management, LLC positions
VGES
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VGES
$4.1MVANGUARD MORNINGSTAR SMALL-CAP ETF
VGES
$3.8MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$3.7MVANGUARD SMALL CAP ETF
IBM
$3.5MIBM CORP
IBM
$3.3MIBM CORP
VGES
$3MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$3MVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES