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Acumen Wealth Advisors’s Travelers Companies TRV Stock Holding History

Acumen Wealth Advisors’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
Q2 		$177K Buy
+536
New +$162K 0.04% 105
2026
Q1 		– Sell
-652
Closed -$189K – 567
2025
Q4 		$189K Buy
+652
New +$184K 0.05% 72

Other funds holding TRV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acumen Wealth Advisors's TRV Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Travelers Companies (TRV) in Q2 2026: 536 shares worth $177K. The stake represents 0.04% of the portfolio and ranks #105 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in TRV as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in TRV in Q4 2025 and has held it in 2 quarters since. The position peaked at $189K in Q4 2025. 1,847 funds tracked by Wall St. Rank hold TRV as of Q2 2026.

  • Acumen Wealth Advisors held 536 shares of Travelers Companies worth $177K as of Q2 2026.
  • Travelers Companies was a new Acumen Wealth Advisors position in Q2 2026.
  • Travelers Companies made up 0.04% of Acumen Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Acumen Wealth Advisors first reported a position in Travelers Companies in Q4 2025 and has held it in 2 quarters since.
  • Acumen Wealth Advisors's Travelers Companies position peaked at $189K in Q4 2025.
  • 1,847 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.