Superior Planning, LLC’s Travelers Companies TRV Stock Holding History

Superior Planning, LLC’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 Q3	$850K	Buy	+2,383	New	+$873K	0.35%	59

Other funds holding TRV

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's TRV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Travelers Companies (TRV) in Q3 2026: 2,383 shares worth $850K. The stake represents 0.35% of the portfolio and ranks #59 among its holdings.

1,442 funds tracked by Wall St. Rank hold TRV as of Q3 2026.

Superior Planning, LLC held 2,383 shares of Travelers Companies worth $850K as of Q3 2026.
Travelers Companies was a new Superior Planning, LLC position in Q3 2026.
Travelers Companies made up 0.35% of Superior Planning, LLC's portfolio in Q3 2026, its #59 holding.
1,442 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.