AWM
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Accredited Wealth Management’s Travelers Companies TRV Stock Holding History

Accredited 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 		$5.31K Buy
200
+181
+953% +$48.5K ﹤0.01% 317
2025
Q2 		$5.08K Buy
+19
New +$5.01K ﹤0.01% 317
2025
Q1 		– Sell
-19
Closed -$4.58K – 418
2024
Q4 		$4.58K Buy
+19
New +$4.74K ﹤0.01% 298

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 $298B AUM 21.96% 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

Accredited Wealth Management's TRV Position: Q3 2025 in Review

Accredited Wealth Management increased its Travelers Companies (TRV) stake by 953% in Q3 2025, buying an estimated $48.5K and bringing the position to 200 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Accredited Wealth Management first reported a position in TRV in Q4 2024 and has held it in 3 quarters since. 1,665 funds tracked by Wall St. Rank hold TRV as of Q3 2025.

  • Accredited Wealth Management held 200 shares of Travelers Companies worth $5.31K as of Q3 2025.
  • Accredited Wealth Management bought 181 Travelers Companies shares in Q3 2025, an estimated $48.5K.
  • Travelers Companies made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #317 holding.
  • Accredited Wealth Management first reported a position in Travelers Companies in Q4 2024 and has held it in 3 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Travelers Companies as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.