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Abich Financial Wealth Management’s Travelers Companies TRV Stock Holding History

Abich Financial 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
2025
Q3 		$121K Buy
+432
New +$116K 0.04% 193
2024
Q3 		– Sell
-65
Closed -$13.2K – 801
2024
Q2 		$13.2K Buy
+65
New +$14K 0.01% 253

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abich Financial Wealth Management's TRV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Travelers Companies (TRV) in Q3 2025: 432 shares worth $121K. The stake represents 0.04% of the portfolio and ranks #193 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in TRV as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in TRV in Q2 2024 and has held it in 2 quarters since. 1,666 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

  • Abich Financial Wealth Management held 432 shares of Travelers Companies worth $121K as of Q3 2025.
  • Travelers Companies was a new Abich Financial Wealth Management position in Q3 2025.
  • Travelers Companies made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #193 holding.
  • Abich Financial Wealth Management first reported a position in Travelers Companies in Q2 2024 and has held it in 2 quarters since.
  • 1,666 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.