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Advyzon Investment Management’s Travelers Companies TRV Stock Holding History

Advyzon Investment 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 		$698K Buy
2,391
+1,571
+192% +$460K 0.06% 300
2025
Q4 		$238K Buy
820
+67
+9% +$18.9K 0.03% 508
2025
Q3 		$210K Buy
753
+1
+0.1% +$268 0.04% 438
2025
Q2 		$201K Buy
+752
New +$198K 0.04% 374

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

Advyzon Investment Management's TRV Position: Q1 2026 in Review

Advyzon Investment Management increased its Travelers Companies (TRV) stake by 192% in Q1 2026, buying an estimated $460K and bringing the position to 2,391 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #300.

Advyzon Investment Management first reported a position in TRV in Q2 2025 and has held it in 4 quarters since. 1,786 funds tracked by Wall St. Rank hold TRV as of Q1 2026.

  • Advyzon Investment Management held 2,391 shares of Travelers Companies worth $698K as of Q1 2026.
  • Advyzon Investment Management bought 1,571 Travelers Companies shares in Q1 2026, an estimated $460K.
  • Travelers Companies made up 0.06% of Advyzon Investment Management's portfolio in Q1 2026, its #300 holding.
  • Advyzon Investment Management first reported a position in Travelers Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Travelers Companies as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.