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1900 Wealth Management’s Travelers Companies TRV Stock Holding History

1900 Wealth 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
Q1 		$325K Buy
+1,114
New +$326K 0.02% 205

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1900 Wealth Management's TRV Position: Q1 2026 in Review

1900 Wealth Management opened a new position in Travelers Companies (TRV) in Q1 2026: 1,114 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • 1900 Wealth Management held 1,114 shares of Travelers Companies worth $325K as of Q1 2026.
  • Travelers Companies was a new 1900 Wealth Management position in Q1 2026.
  • Travelers Companies made up 0.02% of 1900 Wealth Management's portfolio in Q1 2026, its #205 holding.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.